ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Sharkey, Howes & Javer's Holding History (CIK: 0001642246)

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

Q4 2025
Shares 4,654 Value ($000) $692 Avg Close — Range —
Q3 2025
Shares 5,014 Value ($000) $730 Avg Close — Range —
Q2 2025
Shares 5,014 Value ($000) $677 Avg Close — Range —
Q1 2025
Shares 2,483 Value ($000) $303 Avg Close — Range —
Q4 2024
Shares 2,483 Value ($000) $319 Avg Close — Range —
Q3 2024
Shares 2,502 Value ($000) $314 Avg Close — Range —
Q1 2023
Shares 8,755 Value ($000) $793 Avg Close — Range —
Q4 2022
Shares 124,211 Value ($000) $10,533 Avg Close — Range —
Q3 2022
Shares 6,344 Value ($000) $505 Avg Close — Range —
Q1 2020
Shares 24,557 Value ($000) $1,405 Avg Close — Range —
Q4 2019
Shares 47,804 Value ($000) $3,475 Avg Close — Range —