ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 3,045 Value ($000) $453 Avg Close — Range —
Q3 2025
Shares 3,035 Value ($000) $442 Avg Close — Range —
Q2 2025
Shares 3,363 Value ($000) $454 Avg Close — Range —
Q1 2025
Shares 3,458 Value ($000) $422 Avg Close — Range —
Q4 2024
Shares 3,561 Value ($000) $458 Avg Close — Range —
Q3 2024
Shares 3,549 Value ($000) $446 Avg Close — Range —
Q2 2024
Shares 3,536 Value ($000) $420 Avg Close — Range —
Q1 2024
Shares 3,527 Value ($000) $407 Avg Close — Range —
Q4 2023
Shares 3,517 Value ($000) $370 Avg Close — Range —
Q3 2023
Shares 3,487 Value ($000) $328 Avg Close — Range —
Q2 2023
Shares 3,487 Value ($000) $341 Avg Close — Range —
Q1 2023
Shares 3,477 Value ($000) $315 Avg Close — Range —
Q4 2022
Shares 3,464 Value ($000) $294 Avg Close — Range —
Q3 2022
Shares 3,449 Value ($000) $274 Avg Close — Range —
Q2 2022
Shares 3,610 Value ($000) $302 Avg Close — Range —
Q1 2022
Shares 3,622 Value ($000) $366 Avg Close — Range —
Q4 2021
Shares 3,611 Value ($000) $386 Avg Close — Range —
Q3 2021
Shares 3,634 Value ($000) $358 Avg Close — Range —
Q2 2021
Shares 3,621 Value ($000) $358 Avg Close — Range —
Q1 2021
Shares 18,389 Value ($000) $1,052 Avg Close — Range —
Q4 2020
Shares 3,936 Value ($000) $339 Avg Close — Range —
Q3 2020
Shares 7,105 Value ($000) $536 Avg Close — Range —
Q2 2020
Shares 7,269 Value ($000) $505 Avg Close — Range —
Q1 2020
Shares 18,389 Value ($000) $1,052 Avg Close — Range —