ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Heritage Family Offices, LLP's Holding History (CIK: 0002019316)

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

Q4 2025
Shares 1,621 Value ($000) $605 Avg Close — Range —
Q4 2024
Shares 2,675 Value ($000) $862 Avg Close — Range —