ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 3,001 Value ($000) $446 Avg Close — Range —
Q3 2025
Shares 3,503 Value ($000) $510 Avg Close — Range —
Q2 2025
Shares 2,983 Value ($000) $403 Avg Close — Range —
Q1 2025
Shares 3,060 Value ($000) $373 Avg Close — Range —
Q4 2024
Shares 3,060 Value ($000) $394 Avg Close — Range —
Q3 2024
Shares 2,639 Value ($000) $331 Avg Close — Range —
Q2 2024
Shares 2,637 Value ($000) $313 Avg Close — Range —
Q1 2024
Shares 2,522 Value ($000) $291 Avg Close — Range —
Q4 2023
Shares 2,522 Value ($000) $265 Avg Close — Range —
Q3 2023
Shares 2,519 Value ($000) $237 Avg Close — Range —
Q2 2023
Shares 2,519 Value ($000) $246 Avg Close — Range —
Q1 2023
Shares 2,291 Value ($000) $207 Avg Close — Range —
Q1 2022
Shares 5,911 Value ($000) $597 Avg Close — Range —
Q4 2021
Shares 6,465 Value ($000) $692 Avg Close — Range —
Q3 2021
Shares 6,465 Value ($000) $636 Avg Close — Range —
Q2 2021
Shares 6,465 Value ($000) $638 Avg Close — Range —
Q1 2021
Shares 6,465 Value ($000) $592 Avg Close — Range —