ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Segment Wealth Management, LLC's Holding History (CIK: 0001575581)

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

Q4 2025
Shares 26,736 Value ($000) $3,975 Avg Close — Range —
Q3 2025
Shares 26,665 Value ($000) $3,884 Avg Close — Range —
Q2 2025
Shares 26,664 Value ($000) $3,601 Avg Close — Range —