ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Sendero Wealth Management, LLC's Holding History (CIK: 0001639375)

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

Q4 2025
Shares 214,201 Value ($000) $31,850 Avg Close — Range —
Q3 2025
Shares 213,220 Value ($000) $31,055 Avg Close — Range —
Q2 2025
Shares 212,613 Value ($000) $28,711 Avg Close — Range —
Q1 2025
Shares 211,987 Value ($000) $25,865 Avg Close — Range —
Q4 2024
Shares 211,372 Value ($000) $27,187 Avg Close — Range —
Q3 2024
Shares 237,526 Value ($000) $29,838 Avg Close — Range —
Q2 2024
Shares 236,651 Value ($000) $28,109 Avg Close — Range —
Q1 2024
Shares 235,979 Value ($000) $27,208 Avg Close — Range —
Q4 2023
Shares 234,852 Value ($000) $24,713 Avg Close — Range —
Q3 2023
Shares 233,798 Value ($000) $22,021 Avg Close — Range —
Q2 2023
Shares 232,699 Value ($000) $22,767 Avg Close — Range —