ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 4,595 Value ($000) $1,131 Avg Close — Range —
Q3 2025
Shares 4,448 Value ($000) $1,076 Avg Close — Range —
Q2 2025
Shares 4,481 Value ($000) $967 Avg Close — Range —
Q1 2021
Shares 2,070 Value ($000) $237 Avg Close — Range —
Q1 2020
Shares 2,070 Value ($000) $237 Avg Close — Range —