ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 9,966 Value ($000) $3,722 Avg Close — Range —
Q3 2025
Shares 11,335 Value ($000) $4,143 Avg Close — Range —
Q2 2025
Shares 12,223 Value ($000) $4,151 Avg Close — Range —
Q1 2025
Shares 13,934 Value ($000) $4,274 Avg Close — Range —
Q4 2024
Shares 13,067 Value ($000) $4,210 Avg Close — Range —
Q3 2024
Shares 11,956 Value ($000) $3,759 Avg Close — Range —
Q2 2024
Shares 8,191 Value ($000) $2,437 Avg Close — Range —
Q1 2024
Shares 6,134 Value ($000) $1,767 Avg Close — Range —
Q4 2023
Shares 4,072 Value ($000) $1,068 Avg Close — Range —