ISHARES TR

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

Foundation Wealth Management, LLC\PA's Holding History (CIK: 0002011000)

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

Q4 2025
Shares 19,021 Value ($000) $3,447 Avg Close — Range —
Q3 2025
Shares 21,255 Value ($000) $3,758 Avg Close — Range —
Q2 2025
Shares 23,087 Value ($000) $3,642 Avg Close — Range —
Q1 2025
Shares 23,087 Value ($000) $3,486 Avg Close — Range —
Q4 2024
Shares 23,688 Value ($000) $3,889 Avg Close — Range —