ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 923 Value ($000) $345 Avg Close — Range —
Q3 2025
Shares 2,907 Value ($000) $1,062 Avg Close — Range —
Q2 2025
Shares 2,907 Value ($000) $987 Avg Close — Range —
Q1 2025
Shares 2,907 Value ($000) $892 Avg Close — Range —
Q4 2024
Shares 2,043 Value ($000) $658 Avg Close — Range —
Q3 2024
Shares 2,043 Value ($000) $642 Avg Close — Range —
Q2 2024
Shares 2,043 Value ($000) $608 Avg Close — Range —
Q1 2024
Shares 2,043 Value ($000) $588 Avg Close — Range —
Q4 2023
Shares 2,043 Value ($000) $536 Avg Close — Range —
Q3 2023
Shares 2,043 Value ($000) $480 Avg Close — Range —
Q2 2023
Shares 2,043 Value ($000) $498 Avg Close — Range —
Q1 2023
Shares 2,043 Value ($000) $460 Avg Close — Range —
Q4 2022
Shares 2,043 Value ($000) $430 Avg Close — Range —