ISHARES TR

Ticker: SMMV CUSIP: 46435G433 Class: ETF

ORG Wealth Partners, LLC's Holding History (CIK: 0002032602)

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

Q4 2025
Shares 636 Value ($000) $28 Avg Close — Range —
Q3 2025
Shares 578 Value ($000) $25 Avg Close — Range —
Q2 2025
Shares 528 Value ($000) $22 Avg Close — Range —
Q1 2025
Shares 528 Value ($000) $22 Avg Close — Range —