ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 2,507 Value ($000) $662 Avg Close — Range —
Q3 2025
Shares 2,916 Value ($000) $710 Avg Close — Range —
Q2 2025
Shares 2,916 Value ($000) $640 Avg Close — Range —
Q1 2025
Shares 3,185 Value ($000) $635 Avg Close — Range —
Q4 2024
Shares 3,185 Value ($000) $704 Avg Close — Range —
Q3 2024
Shares 3,185 Value ($000) $704 Avg Close — Range —
Q2 2024
Shares 3,185 Value ($000) $646 Avg Close — Range —
Q1 2024
Shares 2,923 Value ($000) $615 Avg Close — Range —
Q4 2023
Shares 2,923 Value ($000) $587 Avg Close — Range —