ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Plan A Wealth LLC's Holding History (CIK: 0002093645)

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

Q4 2025
Shares 1,583 Value ($000) $390 Avg Close — Range —
Q3 2025
Shares 1,683 Value ($000) $407 Avg Close — Range —
Q2 2025
Shares 1,759 Value ($000) $380 Avg Close — Range —
Q1 2025
Shares 2,694 Value ($000) $537 Avg Close — Range —
Q4 2024
Shares 2,849 Value ($000) $630 Avg Close — Range —