ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

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

Q4 2025
Shares 1,556 Value ($000) $282 Avg Close — Range —
Q3 2025
Shares 1,556 Value ($000) $275 Avg Close — Range —
Q2 2025
Shares 1,556 Value ($000) $245 Avg Close — Range —
Q1 2025
Shares 1,556 Value ($000) $235 Avg Close — Range —
Q4 2024
Shares 1,576 Value ($000) $259 Avg Close — Range —
Q4 2020
Shares 1,156 Value ($000) $152 Avg Close — Range —
Q3 2019
Shares 1,751 Value ($000) $209 Avg Close — Range —