ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Lee-Kelleher Wealth Management's Holding History (CIK: 0002063827)

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

Q4 2025
Shares 997 Value ($000) $372 Avg Close — Range —
Q3 2025
Shares 1,022 Value ($000) $374 Avg Close — Range —
Q2 2025
Shares 1,022 Value ($000) $347 Avg Close — Range —
Q1 2025
Shares 1,043 Value ($000) $320 Avg Close — Range —
Q4 2024
Shares 1,043 Value ($000) $336 Avg Close — Range —