ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 162,227 Value ($000) $24,122 Avg Close — Range —
Q3 2025
Shares 159,339 Value ($000) $23,208 Avg Close — Range —
Q2 2025
Shares 140,604 Value ($000) $19 Avg Close — Range —
Q1 2025
Shares 130,132 Value ($000) $16 Avg Close — Range —
Q4 2024
Shares 124,598 Value ($000) $15,884 Avg Close — Range —
Q3 2024
Shares 114,745 Value ($000) $15 Avg Close — Range —
Q2 2024
Shares 32,446 Value ($000) $3,854 Avg Close — Range —
Q1 2024
Shares 18,302 Value ($000) $2,110 Avg Close — Range —
Q4 2023
Shares 20,999 Value ($000) $2,210 Avg Close — Range —
Q3 2023
Shares 21,500 Value ($000) $2,025 Avg Close — Range —
Q2 2023
Shares 21,807 Value ($000) $2,134 Avg Close — Range —
Q1 2023
Shares 21,925 Value ($000) $1,985 Avg Close — Range —
Q4 2022
Shares 21,965 Value ($000) $1,863 Avg Close — Range —
Q3 2022
Shares 25,140 Value ($000) $2,088 Avg Close — Range —
Q2 2022
Shares 23,714 Value ($000) $1,986 Avg Close — Range —
Q1 2022
Shares 19,681 Value ($000) $1,986 Avg Close — Range —
Q4 2021
Shares 14,769 Value ($000) $1,580 Avg Close — Range —
Q3 2021
Shares 13,831 Value ($000) $1,360 Avg Close — Range —
Q2 2021
Shares 12,812 Value ($000) $1,265 Avg Close — Range —
Q1 2021
Shares 12,753 Value ($000) $1,168 Avg Close — Range —
Q4 2020
Shares 16,786 Value ($000) $1,447 Avg Close — Range —
Q3 2020
Shares 10,370 Value ($000) $782 Avg Close — Range —
Q2 2020
Shares 9,115 Value ($000) $632 Avg Close — Range —
Q1 2020
Shares 26,344 Value ($000) $1,507 Avg Close — Range —
Q4 2019
Shares 3,283 Value ($000) $238 Avg Close — Range —