ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

BURLING WEALTH PARTNERS, LLC's Holding History (CIK: 0002054946)

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

Q4 2025
Shares 31,814 Value ($000) $7,831 Avg Close — Range —
Q3 2025
Shares 32,224 Value ($000) $7,797 Avg Close — Range —
Q2 2025
Shares 30,398 Value ($000) $6,560 Avg Close — Range —
Q1 2025
Shares 30,895 Value ($000) $6,163 Avg Close — Range —
Q4 2024
Shares 30,534 Value ($000) $6,747 Avg Close — Range —