ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Kondo Wealth Advisors, Inc.'s Holding History (CIK: 0002070929)

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

Q4 2025
Shares 2,197 Value ($000) $541 Avg Close — Range —
Q3 2025
Shares 2,198 Value ($000) $532 Avg Close — Range —
Q2 2025
Shares 2,201 Value ($000) $480 Avg Close — Range —
Q1 2025
Shares 2,253 Value ($000) $450 Avg Close — Range —
Q4 2024
Shares 2,422 Value ($000) $535 Avg Close — Range —