ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Dynamic Wealth Strategies, LLC's Holding History (CIK: 0001812853)

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

Q4 2025
Shares 695 Value ($000) $171 Avg Close — Range —
Q3 2025
Shares 695 Value ($000) $168 Avg Close — Range —
Q2 2025
Shares 700 Value ($000) $151 Avg Close — Range —
Q1 2025
Shares 691 Value ($000) $138 Avg Close — Range —
Q3 2024
Shares 653 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 681 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 684 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 684 Value ($000) $137 Avg Close — Range —