ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Brio Consultants, LLC's Holding History (CIK: 0001747799)

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

Q4 2025
Shares 6,503 Value ($000) $967 Avg Close — Range —
Q3 2025
Shares 6,777 Value ($000) $987 Avg Close — Range —
Q2 2025
Shares 6,777 Value ($000) $915 Avg Close — Range —