ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q4 2025
Shares 30,371 Value ($000) $4,516 Avg Close — Range —
Q3 2025
Shares 30,317 Value ($000) $4,416 Avg Close — Range —
Q2 2025
Shares 30,332 Value ($000) $4,096 Avg Close — Range —
Q1 2025
Shares 30,416 Value ($000) $3,711 Avg Close — Range —
Q3 2024
Shares 31,219 Value ($000) $3,922 Avg Close — Range —
Q2 2024
Shares 30,994 Value ($000) $3,681 Avg Close — Range —
Q1 2024
Shares 31,138 Value ($000) $3,590 Avg Close — Range —
Q4 2023
Shares 31,265 Value ($000) $3,290 Avg Close — Range —
Q3 2023
Shares 36,623 Value ($000) $3,583 Avg Close — Range —
Q2 2023
Shares 36,623 Value ($000) $3,583 Avg Close — Range —
Q1 2023
Shares 36,569 Value ($000) $3,311 Avg Close — Range —
Q4 2022
Shares 18 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 36,703 Value ($000) $2,919 Avg Close — Range —
Q2 2022
Shares 36,400 Value ($000) $3,050 Avg Close — Range —
Q1 2022
Shares 37,074 Value ($000) $3,742 Avg Close — Range —
Q4 2021
Shares 37,896 Value ($000) $3,969 Avg Close — Range —
Q3 2021
Shares 38,507 Value ($000) $3,788 Avg Close — Range —
Q2 2021
Shares 39,689 Value ($000) $3,924 Avg Close — Range —
Q1 2021
Shares 43,493 Value ($000) $3,984 Avg Close — Range —
Q4 2020
Shares 43,341 Value ($000) $3,737 Avg Close — Range —
Q3 2020
Shares 41,650 Value ($000) $3,144 Avg Close — Range —
Q2 2020
Shares 50,210 Value ($000) $3,487 Avg Close — Range —
Q1 2020
Shares 31,001 Value ($000) $1,772 Avg Close — Range —
Q4 2019
Shares 21,227 Value ($000) $1,542 Avg Close — Range —