ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Successful Portfolios LLC's Holding History (CIK: 0001721780)

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

Q4 2025
Shares 5,316 Value ($000) $807 Avg Close — Range —
Q3 2025
Shares 4,000 Value ($000) $583 Avg Close — Range —
Q2 2025
Shares 3,080 Value ($000) $416 Avg Close — Range —