ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Synergy Investment Management, LLC's Holding History (CIK: 0002053786)

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

Q4 2025
Shares 527 Value ($000) $204 Avg Close — Range —
Q3 2025
Shares 540 Value ($000) $205 Avg Close — Range —
Q1 2025
Shares 591 Value ($000) $188 Avg Close — Range —
Q4 2024
Shares 585 Value ($000) $196 Avg Close — Range —