ISHARES TR

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

Foundation Wealth Management, LLC's Holding History (CIK: 0001966351)

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

Q4 2025
Shares 37,323 Value ($000) $6,771 Avg Close — Range —
Q3 2025
Shares 38,271 Value ($000) $6,767 Avg Close — Range —
Q2 2025
Shares 27,468 Value ($000) $4,333 Avg Close — Range —
Q1 2025
Shares 22,269 Value ($000) $3,362 Avg Close — Range —
Q4 2024
Shares 22,164 Value ($000) $3,638 Avg Close — Range —
Q3 2024
Shares 22,547 Value ($000) $3,761 Avg Close — Range —
Q2 2024
Shares 22,654 Value ($000) $3,450 Avg Close — Range —
Q1 2024
Shares 22,699 Value ($000) $3,605 Avg Close — Range —
Q4 2023
Shares 22,149 Value ($000) $3,440 Avg Close — Range —
Q3 2023
Shares 20,346 Value ($000) $2,758 Avg Close — Range —
Q2 2023
Shares 21,134 Value ($000) $2,976 Avg Close — Range —
Q1 2023
Shares 20,316 Value ($000) $2,784 Avg Close — Range —
Q4 2022
Shares 20,348 Value ($000) $2,822 Avg Close — Range —