ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 4,274 Value ($000) $635 Avg Close — Range —
Q3 2025
Shares 3,347 Value ($000) $488 Avg Close — Range —
Q2 2025
Shares 3,064 Value ($000) $414 Avg Close — Range —
Q1 2025
Shares 3,279 Value ($000) $400 Avg Close — Range —
Q4 2024
Shares 3,279 Value ($000) $422 Avg Close — Range —
Q3 2024
Shares 26,342 Value ($000) $1,237 Avg Close — Range —
Q2 2024
Shares 3,001 Value ($000) $356 Avg Close — Range —
Q1 2024
Shares 3,001 Value ($000) $346 Avg Close — Range —
Q2 2023
Shares 3,005 Value ($000) $294 Avg Close — Range —
Q1 2023
Shares 3,011 Value ($000) $273 Avg Close — Range —
Q4 2022
Shares 5,740 Value ($000) $487 Avg Close — Range —
Q3 2022
Shares 3,006 Value ($000) $239 Avg Close — Range —