ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Synergy Investment Management, LLC's Holding History (CIK: 0002053786)

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

Q4 2025
Shares 2,194 Value ($000) $819 Avg Close — Range —
Q3 2025
Shares 2,194 Value ($000) $802 Avg Close — Range —
Q2 2025
Shares 2,194 Value ($000) $745 Avg Close — Range —
Q1 2025
Shares 2,194 Value ($000) $673 Avg Close — Range —
Q4 2024
Shares 2,226 Value ($000) $717 Avg Close — Range —