ISHARES TR

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

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q4 2025
Shares 16,986 Value ($000) $3,573 Avg Close — Range —
Q3 2025
Shares 16,334 Value ($000) $3,325 Avg Close — Range —
Q2 2025
Shares 17,425 Value ($000) $3,384 Avg Close — Range —
Q1 2025
Shares 17,062 Value ($000) $3,210 Avg Close — Range —