ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 3,676 Value ($000) $905 Avg Close — Range —
Q3 2025
Shares 3,885 Value ($000) $940 Avg Close — Range —
Q2 2025
Shares 4,444 Value ($000) $959 Avg Close — Range —
Q1 2025
Shares 4,440 Value ($000) $886 Avg Close — Range —
Q4 2024
Shares 4,440 Value ($000) $981 Avg Close — Range —
Q3 2024
Shares 3,374 Value ($000) $745 Avg Close — Range —
Q2 2024
Shares 3,373 Value ($000) $684 Avg Close — Range —
Q1 2024
Shares 3,368 Value ($000) $708 Avg Close — Range —
Q4 2023
Shares 3,368 Value ($000) $676 Avg Close — Range —
Q3 2023
Shares 3,366 Value ($000) $595 Avg Close — Range —
Q2 2023
Shares 3,132 Value ($000) $586 Avg Close — Range —
Q1 2023
Shares 3,131 Value ($000) $559 Avg Close — Range —
Q4 2022
Shares 3,087 Value ($000) $538 Avg Close — Range —
Q3 2022
Shares 2,812 Value ($000) $464 Avg Close — Range —
Q2 2022
Shares 2,812 Value ($000) $476 Avg Close — Range —
Q1 2022
Shares 2,849 Value ($000) $585 Avg Close — Range —
Q4 2021
Shares 2,848 Value ($000) $634 Avg Close — Range —
Q3 2021
Shares 2,848 Value ($000) $623 Avg Close — Range —
Q2 2021
Shares 2,742 Value ($000) $629 Avg Close — Range —
Q1 2021
Shares 2,720 Value ($000) $601 Avg Close — Range —
Q4 2020
Shares 2,617 Value ($000) $513 Avg Close — Range —