ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,149 Value ($000) $2,766 Avg Close — Range —
Q3 2025
Shares 13,136 Value ($000) $2,674 Avg Close — Range —
Q2 2025
Shares 13,204 Value ($000) $2,565 Avg Close — Range —
Q1 2025
Shares 13,204 Value ($000) $2,484 Avg Close — Range —
Q4 2024
Shares 13,405 Value ($000) $2,482 Avg Close — Range —
Q3 2024
Shares 13,405 Value ($000) $2,544 Avg Close — Range —
Q2 2024
Shares 13,378 Value ($000) $2,334 Avg Close — Range —
Q1 2024
Shares 13,378 Value ($000) $2,396 Avg Close — Range —
Q4 2023
Shares 13,378 Value ($000) $2,211 Avg Close — Range —