ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Core Wealth Partners LLC's Holding History (CIK: 0001965078)

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

Q4 2025
Shares 913 Value ($000) $225 Avg Close — Range —
Q3 2025
Shares 969 Value ($000) $235 Avg Close — Range —
Q2 2025
Shares 1,954 Value ($000) $422 Avg Close — Range —
Q1 2025
Shares 1,416 Value ($000) $282 Avg Close — Range —
Q4 2024
Shares 1,101 Value ($000) $243 Avg Close — Range —
Q3 2024
Shares 1,121 Value ($000) $248 Avg Close — Range —
Q2 2024
Shares 1,093 Value ($000) $222 Avg Close — Range —
Q1 2024
Shares 1,092 Value ($000) $230 Avg Close — Range —
Q4 2023
Shares 1,090 Value ($000) $219 Avg Close — Range —