ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Nelson Capital Management, LLC's Holding History (CIK: 0001512611)

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

Q4 2025
Shares 830 Value ($000) $204 Avg Close — Range —
Q3 2025
Shares 830 Value ($000) $201 Avg Close — Range —
Q4 2024
Shares 906 Value ($000) $200 Avg Close — Range —
Q3 2024
Shares 906 Value ($000) $200 Avg Close — Range —
Q1 2024
Shares 985 Value ($000) $207 Avg Close — Range —