ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Kapstone Financial Advisors LLC's Holding History (CIK: 0001966087)

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

Q4 2025
Shares 810 Value ($000) $302 Avg Close — Range —
Q3 2025
Shares 810 Value ($000) $296 Avg Close — Range —
Q2 2025
Shares 700 Value ($000) $238 Avg Close — Range —
Q1 2025
Shares 700 Value ($000) $215 Avg Close — Range —
Q4 2024
Shares 700 Value ($000) $232 Avg Close — Range —
Q3 2024
Shares 700 Value ($000) $219 Avg Close — Range —
Q2 2024
Shares 700 Value ($000) $208 Avg Close — Range —
Q1 2024
Shares 700 Value ($000) $202 Avg Close — Range —