ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

49 WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002022291)

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

Q4 2025
Shares 1,733 Value ($000) $427 Avg Close — Range —
Q3 2025
Shares 1,834 Value ($000) $444 Avg Close — Range —
Q2 2025
Shares 1,592 Value ($000) $343 Avg Close — Range —
Q1 2025
Shares 1,688 Value ($000) $337 Avg Close — Range —
Q4 2024
Shares 1,572 Value ($000) $347 Avg Close — Range —
Q3 2024
Shares 1,763 Value ($000) $389 Avg Close — Range —
Q2 2024
Shares 28,740 Value ($000) $5,782 Avg Close — Range —
Q1 2024
Shares 1,355 Value ($000) $282 Avg Close — Range —
Q4 2023
Shares 1,500 Value ($000) $301 Avg Close — Range —