ISHARES TR

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

Foundation Wealth Management, LLC\PA's Holding History (CIK: 0002011000)

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

Q4 2025
Shares 18,685 Value ($000) $3,930 Avg Close — Range —
Q3 2025
Shares 18,811 Value ($000) $3,830 Avg Close — Range —
Q2 2025
Shares 19,092 Value ($000) $3,708 Avg Close — Range —
Q1 2025
Shares 18,935 Value ($000) $3,563 Avg Close — Range —
Q4 2024
Shares 19,308 Value ($000) $3,575 Avg Close — Range —