ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 9,301 Value ($000) $1,383 Avg Close — Range —
Q3 2025
Shares 9,301 Value ($000) $1,355 Avg Close — Range —
Q2 2025
Shares 9,301 Value ($000) $1,256 Avg Close — Range —
Q1 2025
Shares 9,301 Value ($000) $1,135 Avg Close — Range —
Q4 2024
Shares 9,301 Value ($000) $1,196 Avg Close — Range —