ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Legacy Wealth Management, LLC / MS's Holding History (CIK: 0002047443)

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

Q4 2025
Shares 987 Value ($000) $243 Avg Close — Range —
Q2 2025
Shares 1,111 Value ($000) $240 Avg Close — Range —
Q1 2025
Shares 1,962 Value ($000) $391 Avg Close — Range —
Q3 2024
Shares 1,685 Value ($000) $372 Avg Close — Range —