ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Perissos Private Wealth Management, LLC's Holding History (CIK: 0002023071)

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

Q4 2025
Shares 15,256 Value ($000) $3,755 Avg Close — Range —
Q3 2025
Shares 26,652 Value ($000) $6,449 Avg Close — Range —
Q4 2024
Shares 14,313 Value ($000) $3,163 Avg Close — Range —
Q3 2024
Shares 14,701 Value ($000) $3,247 Avg Close — Range —
Q2 2024
Shares 4,620 Value ($000) $937 Avg Close — Range —