ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 98 Value ($000) $24 Avg Close — Range —
Q3 2025
Shares 234 Value ($000) $57 Avg Close — Range —
Q2 2025
Shares 234 Value ($000) $50 Avg Close — Range —
Q1 2025
Shares 548 Value ($000) $109 Avg Close — Range —
Q4 2024
Shares 757 Value ($000) $167 Avg Close — Range —