ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

North Berkeley Wealth Management, LLC's Holding History (CIK: 0002062383)

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

Q4 2025
Shares 1,682 Value ($000) $628 Avg Close — Range —
Q3 2025
Shares 1,719 Value ($000) $628 Avg Close — Range —
Q2 2025
Shares 1,719 Value ($000) $584 Avg Close — Range —
Q1 2025
Shares 1,658 Value ($000) $509 Avg Close — Range —
Q4 2024
Shares 1,658 Value ($000) $534 Avg Close — Range —