ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q4 2025
Shares 7,746 Value ($000) $1,907 Avg Close — Range —
Q3 2025
Shares 12,331 Value ($000) $2,984 Avg Close — Range —
Q4 2024
Shares 6,338 Value ($000) $1,400 Avg Close — Range —
Q3 2024
Shares 6,558 Value ($000) $1,449 Avg Close — Range —
Q2 2024
Shares 4,000 Value ($000) $812 Avg Close — Range —
Q4 2023
Shares 4,512 Value ($000) $906 Avg Close — Range —