ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 96 Value ($000) $7 Avg Close — Range —
Q3 2025
Shares 96 Value ($000) $7 Avg Close — Range —
Q2 2025
Shares 96 Value ($000) $7 Avg Close — Range —
Q1 2025
Shares 96 Value ($000) $6 Avg Close — Range —