ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Foundation Wealth Management, LLC\PA's Holding History (CIK: 0002011000)

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

Q4 2025
Shares 8,768 Value ($000) $3,392 Avg Close — Range —
Q3 2025
Shares 9,286 Value ($000) $3,519 Avg Close — Range —
Q2 2025
Shares 9,341 Value ($000) $3,279 Avg Close — Range —
Q1 2025
Shares 9,444 Value ($000) $3,000 Avg Close — Range —
Q4 2024
Shares 9,444 Value ($000) $3,157 Avg Close — Range —