ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Genesis Wealth Advisors, LLC's Holding History (CIK: 0001637241)

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

Q4 2025
Shares 3,839 Value ($000) $571 Avg Close — Range —
Q3 2025
Shares 3,839 Value ($000) $559 Avg Close — Range —
Q2 2025
Shares 3,871 Value ($000) $523 Avg Close — Range —
Q1 2025
Shares 5,104 Value ($000) $623 Avg Close — Range —
Q4 2024
Shares 6,595 Value ($000) $848 Avg Close — Range —