ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Copia Wealth Management's Holding History (CIK: 0002058771)

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

Q4 2025
Shares 3,172 Value ($000) $781 Avg Close — Range —
Q3 2025
Shares 3,107 Value ($000) $752 Avg Close — Range —
Q2 2025
Shares 3,001 Value ($000) $648 Avg Close — Range —
Q1 2025
Shares 2,963 Value ($000) $591 Avg Close — Range —
Q4 2024
Shares 3,135 Value ($000) $693 Avg Close — Range —