ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 3,071 Value ($000) $756 Avg Close — Range —
Q3 2025
Shares 2,948 Value ($000) $713 Avg Close — Range —
Q2 2025
Shares 3,358 Value ($000) $725 Avg Close — Range —
Q1 2025
Shares 3,254 Value ($000) $649 Avg Close — Range —
Q4 2024
Shares 3,266 Value ($000) $722 Avg Close — Range —
Q3 2024
Shares 1,646 Value ($000) $942 Avg Close — Range —
Q2 2024
Shares 1,639 Value ($000) $333 Avg Close — Range —