ISHARES TR

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

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

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

Q4 2025
Shares 1,201 Value ($000) $388 Avg Close — Range —
Q3 2025
Shares 1,263 Value ($000) $404 Avg Close — Range —
Q2 2025
Shares 1,169 Value ($000) $334 Avg Close — Range —
Q1 2025
Shares 1,171 Value ($000) $299 Avg Close — Range —
Q4 2024
Shares 1,174 Value ($000) $338 Avg Close — Range —
Q2 2024
Shares 65 Value ($000) $17 Avg Close — Range —