ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Richard W. Paul & Associates, LLC's Holding History (CIK: 0001964203)

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

Q4 2025
Shares 4,748 Value ($000) $1,169 Avg Close — Range —
Q3 2025
Shares 5,414 Value ($000) $1,310 Avg Close — Range —
Q2 2025
Shares 5,679 Value ($000) $1,225 Avg Close — Range —
Q1 2025
Shares 5,375 Value ($000) $1,072 Avg Close — Range —
Q4 2024
Shares 5,845 Value ($000) $1,291 Avg Close — Range —
Q3 2024
Shares 6,437 Value ($000) $1,422 Avg Close — Range —
Q2 2024
Shares 6,967 Value ($000) $1,414 Avg Close — Range —
Q1 2024
Shares 7,823 Value ($000) $1,645 Avg Close — Range —
Q4 2023
Shares 9,169 Value ($000) $1,840 Avg Close — Range —
Q3 2023
Shares 9,365 Value ($000) $1,655 Avg Close — Range —
Q2 2023
Shares 130 Value ($000) $24 Avg Close — Range —
Q1 2023
Shares 152 Value ($000) $27 Avg Close — Range —
Q4 2022
Shares 143 Value ($000) $25 Avg Close — Range —