ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 2,579 Value ($000) $635 Avg Close — Range —
Q3 2025
Shares 2,683 Value ($000) $649 Avg Close — Range —