ISHARES TR

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

Westmount Partners, LLC's Holding History (CIK: 0002051491)

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

Q4 2025
Shares 3,388 Value ($000) $713 Avg Close — Range —
Q3 2025
Shares 3,388 Value ($000) $691 Avg Close — Range —
Q2 2025
Shares 3,388 Value ($000) $658 Avg Close — Range —
Q1 2025
Shares 3,443 Value ($000) $648 Avg Close — Range —
Q4 2024
Shares 3,660 Value ($000) $678 Avg Close — Range —
Q3 2024
Shares 3,660 Value ($000) $695 Avg Close — Range —
Q2 2024
Shares 3,660 Value ($000) $635 Avg Close — Range —
Q1 2024
Shares 3,660 Value ($000) $656 Avg Close — Range —
Q4 2023
Shares 3,601 Value ($000) $595 Avg Close — Range —
Q3 2023
Shares 3,600 Value ($000) $547 Avg Close — Range —
Q2 2023
Shares 3,609 Value ($000) $570 Avg Close — Range —
Q1 2023
Shares 3,609 Value ($000) $550 Avg Close — Range —
Q4 2022
Shares 3,509 Value ($000) $532 Avg Close — Range —