ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 4,423 Value ($000) $1,156 Avg Close — Range —
Q3 2025
Shares 3,136 Value ($000) $770 Avg Close — Range —
Q2 2025
Shares 3,249 Value ($000) $737 Avg Close — Range —
Q1 2025
Shares 3,296 Value ($000) $646 Avg Close — Range —
Q4 2024
Shares 3,710 Value ($000) $804 Avg Close — Range —
Q3 2024
Shares 941 Value ($000) $206 Avg Close — Range —