ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 2,200 Value ($000) $542 Avg Close — Range —
Q3 2025
Shares 1,937 Value ($000) $469 Avg Close — Range —
Q2 2025
Shares 1,507 Value ($000) $325 Avg Close — Range —
Q2 2024
Shares 214 Value ($000) $43 Avg Close — Range —