ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 53,521 Value ($000) $7,958 Avg Close — Range —
Q3 2025
Shares 15,574 Value ($000) $2,268 Avg Close — Range —
Q2 2025
Shares 15,640 Value ($000) $2,112 Avg Close — Range —
Q1 2025
Shares 15,531 Value ($000) $1,895 Avg Close — Range —
Q4 2024
Shares 15,528 Value ($000) $1,997 Avg Close — Range —
Q3 2024
Shares 15,736 Value ($000) $1,977 Avg Close — Range —
Q2 2024
Shares 15,810 Value ($000) $1,878 Avg Close — Range —
Q1 2024
Shares 18,441 Value ($000) $2,126 Avg Close — Range —
Q4 2023
Shares 12,875 Value ($000) $1,355 Avg Close — Range —
Q3 2023
Shares 13,364 Value ($000) $1,259 Avg Close — Range —
Q2 2023
Shares 14,962 Value ($000) $1,464 Avg Close — Range —
Q1 2023
Shares 12,502 Value ($000) $1,132 Avg Close — Range —