ISHARES TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 2,149 Value ($000) $452 Avg Close — Range —
Q3 2025
Shares 1,645 Value ($000) $335 Avg Close — Range —
Q2 2025
Shares 1,536 Value ($000) $298 Avg Close — Range —
Q1 2025
Shares 1,536 Value ($000) $289 Avg Close — Range —
Q4 2024
Shares 1,681 Value ($000) $311 Avg Close — Range —
Q2 2024
Shares 145 Value ($000) $25 Avg Close — Range —