ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Legacy Capital Wealth Partners, LLC's Holding History (CIK: 0001766228)

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

Q4 2025
Shares 1,526 Value ($000) $376 Avg Close — Range —
Q3 2025
Shares 1,522 Value ($000) $368 Avg Close — Range —
Q2 2025
Shares 1,519 Value ($000) $328 Avg Close — Range —
Q1 2025
Shares 2,525 Value ($000) $504 Avg Close — Range —
Q4 2024
Shares 1,450 Value ($000) $320 Avg Close — Range —
Q3 2024
Shares 1,280 Value ($000) $283 Avg Close — Range —
Q4 2023
Shares 2,245 Value ($000) $451 Avg Close — Range —
Q3 2023
Shares 2,237 Value ($000) $395 Avg Close — Range —
Q1 2023
Shares 2,235 Value ($000) $399 Avg Close — Range —
Q4 2022
Shares 1,279 Value ($000) $223 Avg Close — Range —
Q3 2022
Shares 1,279 Value ($000) $211 Avg Close — Range —
Q2 2022
Shares 1,286 Value ($000) $218 Avg Close — Range —
Q3 2021
Shares 675 Value ($000) $304 Avg Close — Range —