ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Fiduciary Wealth Partners, LLC's Holding History (CIK: 0001666504)

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

Q4 2025
Shares 8,663 Value ($000) $3,351 Avg Close — Range —
Q3 2025
Shares 9,235 Value ($000) $3,500 Avg Close — Range —
Q2 2025
Shares 3,775 Value ($000) $1,325 Avg Close — Range —
Q1 2025
Shares 5,460 Value ($000) $1,734 Avg Close — Range —