ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Legacy Wealth Management, LLC / MS's Holding History (CIK: 0002047443)

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

Q4 2025
Shares 900 Value ($000) $336 Avg Close — Range —
Q2 2025
Shares 1,050 Value ($000) $357 Avg Close — Range —
Q1 2025
Shares 1,050 Value ($000) $322 Avg Close — Range —
Q4 2024
Shares 1,230 Value ($000) $396 Avg Close — Range —
Q3 2024
Shares 1,330 Value ($000) $418 Avg Close — Range —
Q2 2024
Shares 1,330 Value ($000) $396 Avg Close — Range —
Q1 2024
Shares 1,680 Value ($000) $484 Avg Close — Range —
Q4 2023
Shares 2,520 Value ($000) $661 Avg Close — Range —
Q3 2023
Shares 2,785 Value ($000) $654 Avg Close — Range —
Q2 2023
Shares 3,175 Value ($000) $774 Avg Close — Range —
Q1 2023
Shares 3,175 Value ($000) $715 Avg Close — Range —
Q4 2022
Shares 3,525 Value ($000) $742 Avg Close — Range —
Q4 2019
Shares 1,300 Value ($000) $232 Avg Close — Range —