ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

VERITY Wealth Advisors's Holding History (CIK: 0001763138)

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

Q4 2025
Shares 4,165 Value ($000) $619 Avg Close — Range —
Q3 2025
Shares 4,165 Value ($000) $607 Avg Close — Range —
Q2 2025
Shares 4,282 Value ($000) $578 Avg Close — Range —
Q1 2025
Shares 4,282 Value ($000) $522 Avg Close — Range —
Q4 2024
Shares 4,412 Value ($000) $567 Avg Close — Range —
Q3 2024
Shares 4,618 Value ($000) $580 Avg Close — Range —
Q2 2024
Shares 4,861 Value ($000) $577 Avg Close — Range —
Q1 2024
Shares 4,861 Value ($000) $560 Avg Close — Range —
Q4 2023
Shares 3,906 Value ($000) $411 Avg Close — Range —
Q3 2023
Shares 3,906 Value ($000) $368 Avg Close — Range —
Q2 2023
Shares 4,060 Value ($000) $397 Avg Close — Range —
Q1 2023
Shares 4,060 Value ($000) $368 Avg Close — Range —
Q4 2022
Shares 4,060 Value ($000) $344 Avg Close — Range —