ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

SwitchPoint Financial Planning, LLC's Holding History (CIK: 0002055526)

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

Q4 2025
Shares 964 Value ($000) $237 Avg Close — Range —
Q3 2025
Shares 964 Value ($000) $233 Avg Close — Range —
Q2 2025
Shares 949 Value ($000) $205 Avg Close — Range —