ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Baltimore-Washington Financial Advisors, Inc.'s Holding History (CIK: 0001555486)

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

Q4 2025
Shares 1,442 Value ($000) $214 Avg Close — Range —
Q3 2025
Shares 1,444 Value ($000) $210 Avg Close — Range —
Q4 2024
Shares 1,711 Value ($000) $220 Avg Close — Range —