ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 305 Value ($000) $118 Avg Close — Range —
Q3 2025
Shares 343 Value ($000) $130 Avg Close — Range —
Q2 2025
Shares 343 Value ($000) $120 Avg Close — Range —
Q1 2025
Shares 343 Value ($000) $109 Avg Close — Range —
Q4 2024
Shares 388 Value ($000) $130 Avg Close — Range —
Q3 2024
Shares 388 Value ($000) $127 Avg Close — Range —
Q2 2024
Shares 388 Value ($000) $120 Avg Close — Range —
Q1 2024
Shares 388 Value ($000) $116 Avg Close — Range —
Q4 2023
Shares 388 Value ($000) $106 Avg Close — Range —
Q3 2023
Shares 417 Value ($000) $102 Avg Close — Range —
Q2 2023
Shares 417 Value ($000) $106 Avg Close — Range —
Q1 2023
Shares 416 Value ($000) $98 Avg Close — Range —
Q4 2022
Shares 457 Value ($000) $101 Avg Close — Range —
Q3 2022
Shares 456 Value ($000) $94 Avg Close — Range —
Q2 2022
Shares 455 Value ($000) $99 Avg Close — Range —
Q1 2022
Shares 455 Value ($000) $119 Avg Close — Range —
Q4 2021
Shares 454 Value ($000) $126 Avg Close — Range —