ISHARES TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 2,300 Value ($000) $417 Avg Close — Range —
Q3 2025
Shares 2,320 Value ($000) $410 Avg Close — Range —
Q2 2025
Shares 2,204 Value ($000) $348 Avg Close — Range —
Q1 2025
Shares 2,640 Value ($000) $399 Avg Close — Range —
Q4 2024
Shares 2,515 Value ($000) $413 Avg Close — Range —
Q2 2024
Shares 250 Value ($000) $38 Avg Close — Range —