ISHARES TR

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

Bernard Wealth Management Corp.'s Holding History (CIK: 0002056313)

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

Q4 2025
Shares 467 Value ($000) $98 Avg Close — Range —
Q3 2025
Shares 467 Value ($000) $95 Avg Close — Range —
Q2 2025
Shares 467 Value ($000) $91 Avg Close — Range —
Q1 2025
Shares 487 Value ($000) $92 Avg Close — Range —
Q4 2024
Shares 497 Value ($000) $83 Avg Close — Range —