ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 4,831 Value ($000) $718 Avg Close — Range —
Q3 2025
Shares 4,595 Value ($000) $669 Avg Close — Range —
Q2 2025
Shares 4,912 Value ($000) $663 Avg Close — Range —
Q1 2025
Shares 5,062 Value ($000) $618 Avg Close — Range —
Q4 2024
Shares 5,160 Value ($000) $664 Avg Close — Range —
Q1 2022
Shares 3,047 Value ($000) $308 Avg Close — Range —
Q4 2021
Shares 3,303 Value ($000) $353 Avg Close — Range —
Q3 2021
Shares 3,260 Value ($000) $321 Avg Close — Range —
Q2 2021
Shares 2,919 Value ($000) $288 Avg Close — Range —
Q1 2021
Shares 2,913 Value ($000) $266 Avg Close — Range —
Q4 2020
Shares 3,107 Value ($000) $268 Avg Close — Range —
Q3 2020
Shares 3,157 Value ($000) $238 Avg Close — Range —
Q2 2020
Shares 20,843 Value ($000) $1,447 Avg Close — Range —
Q1 2020
Shares 44,670 Value ($000) $2,556 Avg Close — Range —
Q3 2019
Shares 48,350 Value ($000) $3,243 Avg Close — Range —
Q2 2019
Shares 54,180 Value ($000) $3,610 Avg Close — Range —
Q1 2019
Shares 61,903 Value ($000) $3,987 Avg Close — Range —