ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 3,296 Value ($000) $480 Avg Close — Range —
Q2 2025
Shares 3,296 Value ($000) $445 Avg Close — Range —