ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q4 2025
Shares 1,671 Value ($000) $411 Avg Close — Range —
Q3 2025
Shares 1,671 Value ($000) $404 Avg Close — Range —
Q2 2025
Shares 1,606 Value ($000) $347 Avg Close — Range —
Q1 2025
Shares 1,618 Value ($000) $323 Avg Close — Range —
Q4 2024
Shares 1,627 Value ($000) $360 Avg Close — Range —
Q3 2024
Shares 1,578 Value ($000) $349 Avg Close — Range —
Q2 2024
Shares 1,658 Value ($000) $336 Avg Close — Range —
Q1 2024
Shares 1,608 Value ($000) $338 Avg Close — Range —