ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Carmel Capital Partners, LLC's Holding History (CIK: 0001900481)

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

Q4 2025
Shares 717 Value ($000) $268 Avg Close — Range —
Q3 2025
Shares 717 Value ($000) $262 Avg Close — Range —
Q2 2025
Shares 717 Value ($000) $243 Avg Close — Range —
Q1 2025
Shares 717 Value ($000) $220 Avg Close — Range —
Q4 2024
Shares 717 Value ($000) $231 Avg Close — Range —
Q3 2024
Shares 717 Value ($000) $225 Avg Close — Range —
Q2 2024
Shares 717 Value ($000) $213 Avg Close — Range —
Q1 2024
Shares 717 Value ($000) $206 Avg Close — Range —
Q1 2023
Shares 200 Value ($000) $45 Avg Close — Range —