ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Curi Capital, LLC's Holding History (CIK: 0001332905)

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

Q4 2025
Shares 20,684 Value ($000) $3,076 Avg Close — Range —
Q3 2025
Shares 20,819 Value ($000) $3,032 Avg Close — Range —
Q2 2025
Shares 18,328 Value ($000) $2,475 Avg Close — Range —
Q1 2025
Shares 1,689 Value ($000) $206 Avg Close — Range —