ISHARES TR

Ticker: SMMD CUSIP: 46435G268 Class: RUSEL 2500 ETF

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 6,267 Value ($000) $470 Avg Close — Range —
Q3 2025
Shares 6,414 Value ($000) $473 Avg Close — Range —
Q2 2025
Shares 7,195 Value ($000) $488 Avg Close — Range —
Q1 2025
Shares 7,868 Value ($000) $492 Avg Close — Range —
Q4 2024
Shares 7,918 Value ($000) $538 Avg Close — Range —
Q3 2024
Shares 7,377 Value ($000) $500 Avg Close — Range —
Q2 2024
Shares 7,326 Value ($000) $459 Avg Close — Range —
Q1 2024
Shares 6,978 Value ($000) $458 Avg Close — Range —
Q4 2023
Shares 6,838 Value ($000) $421 Avg Close — Range —