ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 4,397 Value ($000) $1,082 Avg Close — Range —
Q3 2025
Shares 2,276 Value ($000) $551 Avg Close — Range —
Q2 2025
Shares 2,276 Value ($000) $491 Avg Close — Range —
Q1 2025
Shares 2,276 Value ($000) $454 Avg Close — Range —
Q4 2024
Shares 2,270 Value ($000) $502 Avg Close — Range —
Q3 2024
Shares 2,596 Value ($000) $573 Avg Close — Range —
Q2 2024
Shares 2,872 Value ($000) $583 Avg Close — Range —
Q1 2024
Shares 3,051 Value ($000) $642 Avg Close — Range —
Q4 2023
Shares 3,181 Value ($000) $638 Avg Close — Range —
Q3 2023
Shares 3,209 Value ($000) $567 Avg Close — Range —
Q2 2023
Shares 3,202 Value ($000) $600 Avg Close — Range —