ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Fiduciary Wealth Partners, LLC's Holding History (CIK: 0001666504)

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

Q4 2025
Shares 960 Value ($000) $236 Avg Close — Range —
Q3 2025
Shares 958 Value ($000) $232 Avg Close — Range —
Q2 2025
Shares 530 Value ($000) $114 Avg Close — Range —
Q1 2017
Shares 2,536 Value ($000) $349 Avg Close — Range —
Q4 2016
Shares 4,506 Value ($000) $607 Avg Close — Range —
Q3 2016
Shares 4,489 Value ($000) $558 Avg Close — Range —
Q2 2016
Shares 4,793 Value ($000) $551 Avg Close — Range —
Q1 2016
Shares 5,922 Value ($000) $655 Avg Close — Range —