ISHARES TR

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

Monument Group Wealth Advisors, LLC's Holding History (CIK: 0001965665)

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

Q4 2025
Shares 462 Value ($000) $219 Avg Close — Range —
Q3 2025
Shares 570 Value ($000) $267 Avg Close — Range —
Q2 2025
Shares 570 Value ($000) $242 Avg Close — Range —
Q1 2025
Shares 570 Value ($000) $206 Avg Close — Range —
Q4 2024
Shares 528 Value ($000) $212 Avg Close — Range —