ISHARES TR

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

Mowery & Schoenfeld Wealth Management, LLC's Holding History (CIK: 0002019946)

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

Q4 2025
Shares 31 Value ($000) $7 Avg Close — Range —
Q3 2025
Shares 31 Value ($000) $6 Avg Close — Range —
Q1 2025
Shares 118 Value ($000) $22 Avg Close — Range —