ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 947 Value ($000) $233 Avg Close — Range —
Q3 2025
Shares 1,091 Value ($000) $264 Avg Close — Range —
Q2 2025
Shares 1,090 Value ($000) $235 Avg Close — Range —
Q1 2025
Shares 1,090 Value ($000) $217 Avg Close — Range —
Q4 2024
Shares 989 Value ($000) $219 Avg Close — Range —
Q3 2024
Shares 974 Value ($000) $215 Avg Close — Range —
Q2 2024
Shares 1,201 Value ($000) $244 Avg Close — Range —
Q1 2024
Shares 1,200 Value ($000) $252 Avg Close — Range —
Q4 2023
Shares 1,200 Value ($000) $241 Avg Close — Range —