ISHARES TR

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

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 93,665 Value ($000) $7,014 Avg Close — Range —
Q3 2025
Shares 15,296 Value ($000) $1,137 Avg Close — Range —
Q2 2025
Shares 9,562 Value ($000) $650 Avg Close — Range —
Q1 2025
Shares 11,172 Value ($000) $694 Avg Close — Range —
Q4 2024
Shares 9,187 Value ($000) $620 Avg Close — Range —