ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Heritage Family Offices, LLP's Holding History (CIK: 0002019316)

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

Q4 2025
Shares 9,523 Value ($000) $2,344 Avg Close — Range —
Q3 2025
Shares 7,678 Value ($000) $1,858 Avg Close — Range —
Q2 2025
Shares 10,472 Value ($000) $2,099 Avg Close — Range —
Q1 2025
Shares 10,476 Value ($000) $2,090 Avg Close — Range —
Q4 2024
Shares 10,568 Value ($000) $2,335 Avg Close — Range —
Q3 2024
Shares 10,067 Value ($000) $2,224 Avg Close — Range —
Q2 2024
Shares 10,837 Value ($000) $2,199 Avg Close — Range —