ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

OFC FINANCIAL PLANNING, LLC's Holding History (CIK: 0002052590)

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

Q4 2025
Shares 3,443 Value ($000) $848 Avg Close — Range —
Q3 2025
Shares 3,466 Value ($000) $839 Avg Close — Range —
Q2 2025
Shares 3,755 Value ($000) $810 Avg Close — Range —
Q1 2025
Shares 3,755 Value ($000) $749 Avg Close — Range —
Q4 2024
Shares 3,839 Value ($000) $848 Avg Close — Range —