ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

MONEYWISE, INC.'s Holding History (CIK: 0001703080)

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

Q4 2025
Shares 71,894 Value ($000) $10,690 Avg Close — Range —
Q3 2025
Shares 95,524 Value ($000) $13,913 Avg Close — Range —
Q2 2025
Shares 90,884 Value ($000) $12,273 Avg Close — Range —
Q1 2025
Shares 135,770 Value ($000) $16,565 Avg Close — Range —
Q4 2024
Shares 139,915 Value ($000) $17,996 Avg Close — Range —
Q3 2024
Shares 132,519 Value ($000) $16,647 Avg Close — Range —
Q2 2024
Shares 120,905 Value ($000) $14,361 Avg Close — Range —
Q1 2024
Shares 90,071 Value ($000) $10,385 Avg Close — Range —