ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

ENCOMPASS WEALTH ADVISORS, LLC's Holding History (CIK: 0001849614)

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

Q4 2025
Shares 1,761 Value ($000) $433 Avg Close — Range —
Q3 2025
Shares 1,761 Value ($000) $426 Avg Close — Range —
Q2 2025
Shares 1,761 Value ($000) $380 Avg Close — Range —
Q1 2025
Shares 1,758 Value ($000) $351 Avg Close — Range —
Q4 2024
Shares 1,758 Value ($000) $388 Avg Close — Range —
Q3 2024
Shares 1,758 Value ($000) $388 Avg Close — Range —
Q2 2024
Shares 1,758 Value ($000) $357 Avg Close — Range —
Q1 2024
Shares 1,758 Value ($000) $370 Avg Close — Range —
Q4 2023
Shares 1,768 Value ($000) $355 Avg Close — Range —
Q3 2023
Shares 2,480 Value ($000) $438 Avg Close — Range —
Q2 2023
Shares 2,480 Value ($000) $464 Avg Close — Range —
Q1 2023
Shares 2,480 Value ($000) $442 Avg Close — Range —
Q4 2022
Shares 2,020 Value ($000) $352 Avg Close — Range —
Q3 2022
Shares 2,020 Value ($000) $333 Avg Close — Range —
Q2 2022
Shares 2,020 Value ($000) $342 Avg Close — Range —