ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001005607)

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

Q4 2025
Shares 1,754 Value ($000) $655 Avg Close — Range —
Q3 2025
Shares 1,754 Value ($000) $641 Avg Close — Range —
Q2 2025
Shares 1,754 Value ($000) $596 Avg Close — Range —
Q1 2025
Shares 1,979 Value ($000) $607 Avg Close — Range —
Q4 2024
Shares 1,979 Value ($000) $638 Avg Close — Range —
Q3 2024
Shares 1,979 Value ($000) $622 Avg Close — Range —
Q2 2024
Shares 2,004 Value ($000) $596 Avg Close — Range —
Q1 2024
Shares 2,238 Value ($000) $645 Avg Close — Range —
Q4 2023
Shares 2,223 Value ($000) $583 Avg Close — Range —
Q3 2023
Shares 2,296 Value ($000) $539 Avg Close — Range —