ISHARES TR

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

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 14,880 Value ($000) $1,179 Avg Close Range
Q3 2025
Shares 3,433 Value ($000) $254 Avg Close Range
Q2 2025
Shares 3,428 Value ($000) $242 Avg Close Range
Q1 2025
Shares 3,424 Value ($000) $211 Avg Close Range
Q4 2024
Shares 4,570 Value ($000) $307 Avg Close Range