ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Luminvest Wealth Management LLC's Holding History (CIK: 0002036517)

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

Q4 2025
Shares 924 Value ($000) $227 Avg Close — Range —
Q3 2025
Shares 924 Value ($000) $230 Avg Close — Range —
Q2 2025
Shares 924 Value ($000) $206 Avg Close — Range —
Q4 2024
Shares 924 Value ($000) $204 Avg Close — Range —
Q3 2024
Shares 924 Value ($000) $208 Avg Close — Range —
Q1 2024
Shares 924 Value ($000) $201 Avg Close — Range —
Q4 2023
Shares 924 Value ($000) $203 Avg Close — Range —