ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 2,450 Value ($000) $364 Avg Close — Range —
Q3 2025
Shares 2,450 Value ($000) $357 Avg Close — Range —
Q2 2025
Shares 2,450 Value ($000) $331 Avg Close — Range —
Q1 2025
Shares 2,450 Value ($000) $299 Avg Close — Range —
Q4 2024
Shares 2,450 Value ($000) $315 Avg Close — Range —
Q3 2024
Shares 2,450 Value ($000) $308 Avg Close — Range —
Q2 2024
Shares 2,450 Value ($000) $291 Avg Close — Range —
Q1 2024
Shares 2,450 Value ($000) $282 Avg Close — Range —
Q4 2023
Shares 2,450 Value ($000) $258 Avg Close — Range —