ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Total Wealth Planning & Management, Inc.'s Holding History (CIK: 0002058383)

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

Q4 2025
Shares 1,692 Value ($000) $417 Avg Close — Range —
Q2 2025
Shares 1,808 Value ($000) $390 Avg Close — Range —
Q1 2025
Shares 1,808 Value ($000) $361 Avg Close — Range —
Q4 2024
Shares 1,683 Value ($000) $372 Avg Close — Range —