ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

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

Q4 2025
Shares 1,150 Value ($000) $445 Avg Close — Range —
Q3 2025
Shares 1,150 Value ($000) $436 Avg Close — Range —
Q2 2025
Shares 1,150 Value ($000) $404 Avg Close — Range —
Q1 2025
Shares 1,150 Value ($000) $365 Avg Close — Range —
Q4 2024
Shares 1,150 Value ($000) $384 Avg Close — Range —
Q3 2024
Shares 1,150 Value ($000) $376 Avg Close — Range —
Q2 2024
Shares 1,150 Value ($000) $355 Avg Close — Range —
Q1 2024
Shares 1,370 Value ($000) $411 Avg Close — Range —