ISHARES TR

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

Global Wealth Management, LLC's Holding History (CIK: 0002039738)

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

Q4 2025
Shares 6,964 Value ($000) $1,465 Avg Close — Range —
Q3 2025
Shares 6,964 Value ($000) $1,418 Avg Close — Range —
Q2 2025
Shares 8,220 Value ($000) $1,616 Avg Close — Range —
Q1 2025
Shares 8,220 Value ($000) $1,547 Avg Close — Range —
Q4 2024
Shares 8,220 Value ($000) $1,522 Avg Close — Range —
Q3 2024
Shares 8,220 Value ($000) $1,560 Avg Close — Range —