ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Thrive Wealth Management, LLC's Holding History (CIK: 0001847610)

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

Q4 2025
Shares 3,475 Value ($000) $856 Avg Close — Range —
Q3 2025
Shares 3,744 Value ($000) $906 Avg Close — Range —
Q2 2025
Shares 3,618 Value ($000) $781 Avg Close — Range —
Q1 2025
Shares 3,616 Value ($000) $721 Avg Close — Range —
Q4 2024
Shares 4,069 Value ($000) $899 Avg Close — Range —
Q3 2024
Shares 3,227 Value ($000) $713 Avg Close — Range —
Q2 2024
Shares 3,848 Value ($000) $781 Avg Close — Range —
Q1 2024
Shares 3,988 Value ($000) $839 Avg Close — Range —
Q4 2023
Shares 3,954 Value ($000) $794 Avg Close — Range —
Q3 2023
Shares 3,280 Value ($000) $580 Avg Close — Range —
Q2 2023
Shares 3,255 Value ($000) $610 Avg Close — Range —
Q1 2023
Shares 3,360 Value ($000) $599 Avg Close — Range —
Q4 2022
Shares 6,361 Value ($000) $1,109 Avg Close — Range —
Q3 2022
Shares 3,501 Value ($000) $577 Avg Close — Range —
Q2 2022
Shares 3,615 Value ($000) $612 Avg Close — Range —
Q1 2022
Shares 3,752 Value ($000) $770 Avg Close — Range —
Q4 2021
Shares 3,268 Value ($000) $727 Avg Close — Range —