ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Williams Jones Wealth Management, LLC.'s Holding History (CIK: 0001788587)

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

Q4 2025
Shares 3,600 Value ($000) $535 Avg Close — Range —
Q3 2025
Shares 3,600 Value ($000) $524 Avg Close — Range —
Q2 2025
Shares 4,237 Value ($000) $572 Avg Close — Range —