ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 1,815 Value ($000) $447 Avg Close — Range —
Q3 2025
Shares 1,815 Value ($000) $439 Avg Close — Range —
Q2 2025
Shares 1,815 Value ($000) $392 Avg Close — Range —
Q1 2025
Shares 1,815 Value ($000) $362 Avg Close — Range —
Q4 2016
Shares 1,148 Value ($000) $154,807 Avg Close — Range —
Q3 2016
Shares 1,148 Value ($000) $141,445 Avg Close — Range —
Q2 2016
Shares 1,148 Value ($000) $132,468 Avg Close — Range —
Q1 2016
Shares 1,148 Value ($000) $128 Avg Close — Range —