ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q4 2025
Shares 6,445 Value ($000) $1,587 Avg Close — Range —
Q3 2025
Shares 7,490 Value ($000) $1,812 Avg Close — Range —
Q2 2025
Shares 8,597 Value ($000) $1,855 Avg Close — Range —
Q1 2025
Shares 11,551 Value ($000) $2,304 Avg Close — Range —