ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Straight Path Wealth Management's Holding History (CIK: 0001902506)

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

Q4 2025
Shares 1,130 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 1,130 Value ($000) $273 Avg Close — Range —
Q2 2025
Shares 1,130 Value ($000) $244 Avg Close — Range —
Q1 2025
Shares 1,130 Value ($000) $225 Avg Close — Range —
Q4 2024
Shares 1,130 Value ($000) $250 Avg Close — Range —
Q3 2024
Shares 1,130 Value ($000) $250 Avg Close — Range —
Q1 2022
Shares 1,097 Value ($000) $225 Avg Close — Range —
Q4 2021
Shares 1,111 Value ($000) $247 Avg Close — Range —