ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Evergreen Private Wealth LLC's Holding History (CIK: 0002010098)

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

Q3 2025
Shares 74 Value ($000) $18 Avg Close — Range —
Q2 2025
Shares 74 Value ($000) $16 Avg Close — Range —
Q1 2025
Shares 74 Value ($000) $15 Avg Close — Range —
Q4 2024
Shares 74 Value ($000) $16 Avg Close — Range —
Q3 2024
Shares 74 Value ($000) $16 Avg Close — Range —
Q2 2024
Shares 74 Value ($000) $15 Avg Close — Range —
Q1 2024
Shares 74 Value ($000) $16 Avg Close — Range —
Q4 2023
Shares 74 Value ($000) $15 Avg Close — Range —