ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

BRANDYWINE OAK PRIVATE WEALTH LLC's Holding History (CIK: 0001764694)

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

Q4 2025
Shares 6,321 Value ($000) $940 Avg Close — Range —
Q3 2025
Shares 6,408 Value ($000) $933 Avg Close — Range —
Q2 2025
Shares 6,182 Value ($000) $835 Avg Close — Range —
Q1 2025
Shares 6,035 Value ($000) $736 Avg Close — Range —
Q4 2024
Shares 5,565 Value ($000) $716 Avg Close — Range —
Q3 2024
Shares 5,693 Value ($000) $715 Avg Close — Range —
Q2 2024
Shares 5,666 Value ($000) $673 Avg Close — Range —
Q1 2024
Shares 6,381 Value ($000) $736 Avg Close — Range —
Q4 2023
Shares 6,641 Value ($000) $699 Avg Close — Range —
Q3 2023
Shares 6,514 Value ($000) $614 Avg Close — Range —
Q2 2023
Shares 7,968 Value ($000) $780 Avg Close — Range —
Q1 2023
Shares 7,177 Value ($000) $650 Avg Close — Range —
Q4 2022
Shares 6,227 Value ($000) $528 Avg Close — Range —
Q3 2022
Shares 5,352 Value ($000) $425 Avg Close — Range —
Q2 2022
Shares 5,356 Value ($000) $448 Avg Close — Range —
Q1 2022
Shares 2,807 Value ($000) $283 Avg Close — Range —
Q4 2021
Shares 2,160 Value ($000) $215 Avg Close — Range —