ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 1,450 Value ($000) $541 Avg Close — Range —
Q3 2025
Shares 1,450 Value ($000) $530 Avg Close — Range —
Q2 2025
Shares 1,450 Value ($000) $492 Avg Close — Range —
Q1 2025
Shares 1,450 Value ($000) $445 Avg Close — Range —
Q4 2024
Shares 1,450 Value ($000) $467 Avg Close — Range —
Q3 2024
Shares 1,450 Value ($000) $456 Avg Close — Range —
Q2 2024
Shares 1,450 Value ($000) $431 Avg Close — Range —
Q4 2023
Shares 1,450 Value ($000) $380 Avg Close — Range —
Q3 2023
Shares 1,450 Value ($000) $341 Avg Close — Range —
Q2 2023
Shares 1,450 Value ($000) $353 Avg Close — Range —
Q1 2023
Shares 1,450 Value ($000) $327 Avg Close — Range —
Q4 2022
Shares 1,450 Value ($000) $305 Avg Close — Range —
Q3 2022
Shares 1,450 Value ($000) $286 Avg Close — Range —
Q2 2022
Shares 1,450 Value ($000) $301 Avg Close — Range —