ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Carter Financial Group, INC.'s Holding History (CIK: 0001919749)

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

Q4 2025
Shares 1,583 Value ($000) $591 Avg Close — Range —
Q3 2025
Shares 1,578 Value ($000) $577 Avg Close — Range —
Q2 2025
Shares 1,887 Value ($000) $641 Avg Close — Range —