ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

MINDSET WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002044232)

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

Q4 2025
Shares 1,203 Value ($000) $296 Avg Close — Range —
Q3 2025
Shares 1,201 Value ($000) $291 Avg Close — Range —
Q2 2025
Shares 1,207 Value ($000) $260 Avg Close — Range —
Q1 2025
Shares 1,207 Value ($000) $241 Avg Close — Range —
Q4 2024
Shares 1,207 Value ($000) $267 Avg Close — Range —