ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

OFC FINANCIAL PLANNING, LLC's Holding History (CIK: 0002052590)

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

Q4 2025
Shares 3,439 Value ($000) $1,284 Avg Close — Range —
Q3 2025
Shares 3,439 Value ($000) $1,257 Avg Close — Range —
Q2 2025
Shares 3,464 Value ($000) $1,176 Avg Close — Range —
Q1 2025
Shares 3,464 Value ($000) $1,063 Avg Close — Range —
Q4 2024
Shares 3,508 Value ($000) $1,130 Avg Close — Range —