ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025
Shares 586 Value ($000) $144 Avg Close — Range —
Q3 2025
Shares 700 Value ($000) $169 Avg Close — Range —
Q2 2025
Shares 700 Value ($000) $151 Avg Close — Range —
Q1 2025
Shares 699 Value ($000) $139 Avg Close — Range —
Q4 2024
Shares 585 Value ($000) $129 Avg Close — Range —