ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Carter Financial Group, INC.'s Holding History (CIK: 0001919749)

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

Q4 2025
Shares 1,312 Value ($000) $323 Avg Close — Range —
Q3 2025
Shares 1,313 Value ($000) $318 Avg Close — Range —
Q2 2025
Shares 1,313 Value ($000) $283 Avg Close — Range —