ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

CYPRESS FINANCIAL PLANNING LLC's Holding History (CIK: 0001937021)

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

Q4 2025
Shares 1,999 Value ($000) $496 Avg Close — Range —
Q3 2025
Shares 2,017 Value ($000) $488 Avg Close — Range —
Q2 2025
Shares 2,116 Value ($000) $457 Avg Close — Range —
Q1 2025
Shares 2,004 Value ($000) $400 Avg Close — Range —
Q4 2024
Shares 1,998 Value ($000) $441 Avg Close — Range —
Q3 2024
Shares 1,995 Value ($000) $441 Avg Close — Range —
Q2 2024
Shares 2,113 Value ($000) $429 Avg Close — Range —
Q1 2024
Shares 1,696 Value ($000) $357 Avg Close — Range —
Q4 2023
Shares 1,134 Value ($000) $220 Avg Close — Range —
Q3 2023
Shares 1,827 Value ($000) $323 Avg Close — Range —
Q2 2023
Shares 2,002 Value ($000) $376 Avg Close — Range —
Q1 2023
Shares 2,016 Value ($000) $360 Avg Close — Range —
Q4 2022
Shares 1,966 Value ($000) $341 Avg Close — Range —
Q3 2022
Shares 1,966 Value ($000) $324 Avg Close — Range —
Q2 2022
Shares 2,026 Value ($000) $343 Avg Close — Range —