ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 1,380 Value ($000) $340 Avg Close — Range —
Q3 2025
Shares 1,456 Value ($000) $352 Avg Close — Range —
Q2 2025
Shares 1,072 Value ($000) $231 Avg Close — Range —
Q1 2024
Shares 1,932 Value ($000) $406 Avg Close — Range —