ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's Holding History (CIK: 0001794153)

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

Q4 2025
Shares 6,437 Value ($000) $957 Avg Close — Range —
Q3 2025
Shares 6,429 Value ($000) $936 Avg Close — Range —
Q2 2025
Shares 6,420 Value ($000) $867 Avg Close — Range —
Q1 2025
Shares 6,403 Value ($000) $781 Avg Close — Range —
Q4 2024
Shares 6,275 Value ($000) $807 Avg Close — Range —
Q3 2024
Shares 6,267 Value ($000) $787 Avg Close — Range —
Q2 2024
Shares 6,359 Value ($000) $755 Avg Close — Range —
Q1 2024
Shares 6,352 Value ($000) $732 Avg Close — Range —
Q4 2023
Shares 6,346 Value ($000) $668 Avg Close — Range —
Q3 2023
Shares 6,326 Value ($000) $596 Avg Close — Range —
Q2 2023
Shares 6,324 Value ($000) $619 Avg Close — Range —
Q1 2023
Shares 6,309 Value ($000) $571 Avg Close — Range —