ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

QTR Family Wealth, LLC's Holding History (CIK: 0002067954)

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

Q4 2025
Shares 770 Value ($000) $205 Avg Close — Range —
Q3 2025
Shares 1,755 Value ($000) $425 Avg Close — Range —
Q2 2025
Shares 2,169 Value ($000) $468 Avg Close — Range —
Q1 2025
Shares 2,264 Value ($000) $452 Avg Close — Range —