ISHARES TR

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

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 1,933 Value ($000) $407 Avg Close — Range —
Q3 2025
Shares 1,586 Value ($000) $323 Avg Close — Range —
Q2 2025
Shares 1,586 Value ($000) $308 Avg Close — Range —