ISHARES TR

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

Kondo Wealth Advisors, Inc.'s Holding History (CIK: 0002070929)

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

Q4 2025
Shares 1,613 Value ($000) $339 Avg Close — Range —
Q3 2025
Shares 1,609 Value ($000) $328 Avg Close — Range —
Q2 2025
Shares 1,605 Value ($000) $315 Avg Close — Range —