ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

WorthPointe, LLC's Holding History (CIK: 0001921448)

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

Q1 2025
Shares 2,326 Value ($000) $713 Avg Close — Range —
Q4 2024
Shares 2,689 Value ($000) $866 Avg Close — Range —
Q3 2024
Shares 2,326 Value ($000) $731 Avg Close — Range —