ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Lifestyle Asset Management, Inc.'s Holding History (CIK: 0001845675)

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

Q4 2025
Shares 12,836 Value ($000) $3,160 Avg Close — Range —
Q3 2025
Shares 9,379 Value ($000) $2,269 Avg Close — Range —
Q2 2025
Shares 7,338 Value ($000) $1,583 Avg Close — Range —
Q1 2025
Shares 7,070 Value ($000) $1,410 Avg Close — Range —
Q4 2024
Shares 6,015 Value ($000) $1,329 Avg Close — Range —
Q3 2024
Shares 5,898 Value ($000) $1,303 Avg Close — Range —
Q2 2024
Shares 5,808 Value ($000) $1,178 Avg Close — Range —
Q1 2024
Shares 5,867 Value ($000) $1,234 Avg Close — Range —
Q4 2023
Shares 6,396 Value ($000) $1,284 Avg Close — Range —
Q3 2023
Shares 78,821 Value ($000) $13,931 Avg Close — Range —
Q2 2023
Shares 78,506 Value ($000) $14,702 Avg Close — Range —
Q1 2023
Shares 76,197 Value ($000) $13,594 Avg Close — Range —
Q4 2022
Shares 71,495 Value ($000) $12,466 Avg Close — Range —