ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Three Bridge Wealth Advisors, LLC's Holding History (CIK: 0001950962)

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

Q4 2025
Shares 20,397 Value ($000) $5,021 Avg Close Range
Q3 2025
Shares 19,212 Value ($000) $4,649 Avg Close Range
Q2 2025
Shares 19,212 Value ($000) $4,146 Avg Close Range
Q1 2025
Shares 19,212 Value ($000) $3,833 Avg Close Range
Q4 2024
Shares 19,212 Value ($000) $4,245 Avg Close Range
Q3 2024
Shares 14,462 Value ($000) $3,195 Avg Close Range
Q2 2024
Shares 9,137 Value ($000) $1,854 Avg Close Range
Q1 2024
Shares 3,792 Value ($000) $797 Avg Close Range