ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Holding History (CIK: 0001906227)

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

Q4 2025
Shares 3,570 Value ($000) $879 Avg Close — Range —
Q3 2025
Shares 3,570 Value ($000) $864 Avg Close — Range —
Q2 2025
Shares 3,570 Value ($000) $770 Avg Close — Range —
Q1 2025
Shares 3,570 Value ($000) $789 Avg Close — Range —
Q4 2024
Shares 3,570 Value ($000) $789 Avg Close — Range —
Q3 2024
Shares 3,570 Value ($000) $724 Avg Close — Range —
Q2 2024
Shares 7,140 Value ($000) $1,475 Avg Close — Range —
Q1 2024
Shares 3,570 Value ($000) $751 Avg Close — Range —
Q4 2023
Shares 3,570 Value ($000) $717 Avg Close — Range —
Q3 2023
Shares 3,570 Value ($000) $631 Avg Close — Range —
Q2 2023
Shares 3,570 Value ($000) $669 Avg Close — Range —
Q1 2023
Shares 3,570 Value ($000) $637 Avg Close — Range —
Q4 2022
Shares 3,570 Value ($000) $622 Avg Close — Range —
Q3 2022
Shares 3,845 Value ($000) $634 Avg Close — Range —
Q2 2022
Shares 3,845 Value ($000) $789 Avg Close — Range —
Q1 2022
Shares 3,845 Value ($000) $855 Avg Close — Range —
Q4 2021
Shares 3,845 Value ($000) $855 Avg Close — Range —