ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 3,333 Value ($000) $496 Avg Close — Range —
Q3 2025
Shares 4,961 Value ($000) $723 Avg Close — Range —
Q2 2025
Shares 4,956 Value ($000) $669 Avg Close — Range —
Q1 2025
Shares 2,330 Value ($000) $284 Avg Close — Range —
Q4 2024
Shares 2,329 Value ($000) $300 Avg Close — Range —
Q3 2024
Shares 2,329 Value ($000) $293 Avg Close — Range —
Q2 2024
Shares 2,329 Value ($000) $277 Avg Close — Range —
Q1 2024
Shares 2,329 Value ($000) $269 Avg Close — Range —
Q4 2023
Shares 2,329 Value ($000) $245 Avg Close — Range —
Q3 2023
Shares 2,329 Value ($000) $219 Avg Close — Range —
Q2 2023
Shares 2,329 Value ($000) $228 Avg Close — Range —
Q1 2023
Shares 2,329 Value ($000) $211 Avg Close — Range —