ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025

Shares 1,011 Value ($000) $479 Avg Close — Range —

Q4 2023

Shares 2,294 Value ($000) $695 Avg Close — Range —

Q4 2022

Shares 4,856 Value ($000) $1,040 Avg Close — Range —

Q4 2021

Shares 1,188 Value ($000) $363 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,011	$479	—	—
Q4 2023	2,294	$695	—	—
Q4 2022	4,856	$1,040	—	—
Q4 2021	1,188	$363	—	—