ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q4 2025
Shares 91,226 Value ($000) $13,564 Avg Close — Range —
Q3 2025
Shares 92,788 Value ($000) $13,515 Avg Close — Range —
Q1 2025
Shares 96,312 Value ($000) $11,751 Avg Close — Range —
Q4 2024
Shares 100,462 Value ($000) $12,921 Avg Close — Range —
Q3 2024
Shares 102,579 Value ($000) $12,886 Avg Close — Range —
Q2 2024
Shares 105,287 Value ($000) $12,506 Avg Close — Range —
Q1 2024
Shares 121,080 Value ($000) $13,961 Avg Close — Range —
Q4 2023
Shares 172,620 Value ($000) $18,165 Avg Close — Range —
Q3 2023
Shares 203,005 Value ($000) $19,121 Avg Close — Range —
Q2 2023
Shares 198,918 Value ($000) $19,462 Avg Close — Range —
Q1 2023
Shares 209,367 Value ($000) $18,958 Avg Close — Range —
Q4 2022
Shares 273,025 Value ($000) $23,153 Avg Close — Range —
Q3 2022
Shares 270,268 Value ($000) $21,497 Avg Close — Range —
Q2 2022
Shares 271,448 Value ($000) $22,741 Avg Close — Range —
Q1 2022
Shares 257,805 Value ($000) $26,023 Avg Close — Range —
Q4 2021
Shares 268,516 Value ($000) $28,726 Avg Close — Range —
Q3 2021
Shares 275,054 Value ($000) $27,060 Avg Close — Range —
Q2 2021
Shares 275,918 Value ($000) $27,746 Avg Close — Range —
Q1 2021
Shares 252,902 Value ($000) $23,165 Avg Close — Range —
Q4 2020
Shares 239,425 Value ($000) $20,643 Avg Close — Range —
Q3 2020
Shares 252,953 Value ($000) $19,095 Avg Close — Range —
Q2 2020
Shares 253,676 Value ($000) $17,615 Avg Close — Range —
Q1 2020
Shares 242,023 Value ($000) $13,846 Avg Close — Range —
Q4 2019
Shares 224,598 Value ($000) $16,326 Avg Close — Range —