ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Falcon Wealth Planning's Holding History (CIK: 0001839850)

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

Q4 2025
Shares 2,439 Value ($000) $911 Avg Close — Range —
Q3 2025
Shares 2,446 Value ($000) $894 Avg Close — Range —
Q2 2025
Shares 2,427 Value ($000) $824 Avg Close — Range —
Q1 2025
Shares 2,461 Value ($000) $755 Avg Close — Range —
Q4 2024
Shares 2,455 Value ($000) $791 Avg Close — Range —