ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Foundation Wealth Management, LLC\PA's Holding History (CIK: 0002011000)

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

Q4 2025
Shares 9,250 Value ($000) $2,277 Avg Close — Range —
Q3 2025
Shares 9,668 Value ($000) $2,339 Avg Close — Range —
Q2 2025
Shares 10,502 Value ($000) $2,266 Avg Close — Range —
Q1 2025
Shares 10,533 Value ($000) $2,101 Avg Close — Range —
Q4 2024
Shares 10,533 Value ($000) $2,327 Avg Close — Range —