ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 5,632 Value ($000) $1,819 Avg Close — Range —
Q3 2025
Shares 8,129 Value ($000) $2,602 Avg Close — Range —
Q2 2025
Shares 8,580 Value ($000) $2,453 Avg Close — Range —
Q1 2025
Shares 8,603 Value ($000) $2,198 Avg Close — Range —
Q4 2024
Shares 9,185 Value ($000) $2,644 Avg Close — Range —