ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

ZRC WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001976256)

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

Q4 2025
Shares 1,435 Value ($000) $353 Avg Close — Range —
Q3 2025
Shares 1,435 Value ($000) $347 Avg Close — Range —
Q2 2025
Shares 1,435 Value ($000) $310 Avg Close — Range —
Q1 2025
Shares 1,443 Value ($000) $288 Avg Close — Range —
Q4 2024
Shares 1,450 Value ($000) $320 Avg Close — Range —
Q3 2024
Shares 1,605 Value ($000) $355 Avg Close — Range —
Q2 2024
Shares 742 Value ($000) $151 Avg Close — Range —
Q1 2024
Shares 742 Value ($000) $156 Avg Close — Range —
Q4 2023
Shares 742 Value ($000) $131 Avg Close — Range —
Q3 2023
Shares 346 Value ($000) $61 Avg Close — Range —
Q2 2023
Shares 346 Value ($000) $65 Avg Close — Range —
Q1 2023
Shares 346 Value ($000) $62 Avg Close — Range —