ISHARES TR

Ticker: SMLF CUSIP: 46434V290 Class: US SML CAP EQT

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 9,670 Value ($000) $724 Avg Close — Range —
Q3 2025
Shares 23,506 Value ($000) $1,748 Avg Close — Range —
Q2 2025
Shares 24,695 Value ($000) $1,678 Avg Close — Range —
Q1 2025
Shares 28,371 Value ($000) $1,764 Avg Close — Range —
Q4 2024
Shares 29,723 Value ($000) $2,006 Avg Close — Range —
Q3 2024
Shares 26,621 Value ($000) $1,766 Avg Close — Range —
Q2 2024
Shares 25,847 Value ($000) $1,582 Avg Close — Range —
Q1 2024
Shares 26,102 Value ($000) $1,660 Avg Close — Range —
Q4 2023
Shares 27,275 Value ($000) $1,604 Avg Close — Range —