ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 4,172 Value ($000) $1,558 Avg Close — Range —
Q3 2025
Shares 4,278 Value ($000) $1,564 Avg Close — Range —
Q2 2025
Shares 4,299 Value ($000) $1,460 Avg Close — Range —
Q1 2025
Shares 4,442 Value ($000) $1,362 Avg Close — Range —