ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 7,065 Value ($000) $1,050 Avg Close — Range —
Q3 2025
Shares 7,065 Value ($000) $1,029 Avg Close — Range —
Q2 2025
Shares 7,065 Value ($000) $954 Avg Close — Range —
Q1 2025
Shares 7,065 Value ($000) $862 Avg Close — Range —
Q4 2024
Shares 7,065 Value ($000) $909 Avg Close — Range —
Q3 2024
Shares 9,513 Value ($000) $1,195 Avg Close — Range —
Q2 2024
Shares 9,513 Value ($000) $1,130 Avg Close — Range —
Q1 2024
Shares 9,513 Value ($000) $1,097 Avg Close — Range —
Q4 2023
Shares 9,513 Value ($000) $1,001 Avg Close — Range —
Q3 2023
Shares 9,513 Value ($000) $896 Avg Close — Range —
Q2 2023
Shares 9,513 Value ($000) $931 Avg Close — Range —
Q1 2023
Shares 9,545 Value ($000) $864 Avg Close — Range —
Q4 2022
Shares 9,513 Value ($000) $807 Avg Close — Range —