ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 5,761 Value ($000) $1,418 Avg Close — Range —
Q3 2025
Shares 5,667 Value ($000) $1,371 Avg Close — Range —
Q2 2025
Shares 5,630 Value ($000) $1,215 Avg Close — Range —
Q4 2024
Shares 6,507 Value ($000) $1,438 Avg Close — Range —