ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 1,162 Value ($000) $434 Avg Close — Range —
Q3 2025
Shares 1,159 Value ($000) $424 Avg Close — Range —
Q2 2025
Shares 1,272 Value ($000) $432 Avg Close — Range —
Q1 2025
Shares 1,269 Value ($000) $389 Avg Close — Range —
Q4 2024
Shares 1,267 Value ($000) $408 Avg Close — Range —
Q3 2024
Shares 1,263 Value ($000) $397 Avg Close — Range —
Q2 2024
Shares 1,260 Value ($000) $375 Avg Close — Range —
Q1 2024
Shares 1,257 Value ($000) $362 Avg Close — Range —
Q4 2023
Shares 1,033 Value ($000) $271 Avg Close — Range —
Q3 2023
Shares 1,025 Value ($000) $241 Avg Close — Range —
Q2 2023
Shares 1,025 Value ($000) $250 Avg Close — Range —
Q1 2023
Shares 1,022 Value ($000) $230 Avg Close — Range —
Q4 2022
Shares 1,018 Value ($000) $214 Avg Close — Range —
Q3 2022
Shares 1,014 Value ($000) $200 Avg Close — Range —
Q2 2022
Shares 1,009 Value ($000) $210 Avg Close — Range —
Q1 2022
Shares 1,009 Value ($000) $252 Avg Close — Range —
Q4 2021
Shares 1,006 Value ($000) $266 Avg Close — Range —
Q3 2021
Shares 1,003 Value ($000) $242 Avg Close — Range —
Q2 2021
Shares 1,000 Value ($000) $242 Avg Close — Range —
Q4 2020
Shares 994 Value ($000) $211 Avg Close — Range —