ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Legacy Financial Group LLC's Holding History (CIK: 0001834011)

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

Q4 2025
Shares 35,410 Value ($000) $5,308 Avg Close — Range —
Q3 2025
Shares 34,577 Value ($000) $5,036 Avg Close — Range —
Q2 2025
Shares 35,038 Value ($000) $4,732 Avg Close — Range —
Q1 2025
Shares 31,276 Value ($000) $3,816 Avg Close — Range —
Q4 2024
Shares 31,017 Value ($000) $3,989,414 Avg Close — Range —
Q3 2024
Shares 31,759 Value ($000) $3,990 Avg Close — Range —
Q2 2024
Shares 30,995 Value ($000) $3,682 Avg Close — Range —
Q1 2024
Shares 28,085 Value ($000) $3,238 Avg Close — Range —
Q3 2023
Shares 23,379 Value ($000) $2,202,048 Avg Close — Range —
Q2 2023
Shares 23,617 Value ($000) $2,311 Avg Close — Range —
Q1 2023
Shares 25,157 Value ($000) $2,278 Avg Close — Range —
Q4 2022
Shares 25,061 Value ($000) $2,125 Avg Close — Range —
Q3 2022
Shares 20,942 Value ($000) $1,666 Avg Close — Range —
Q2 2022
Shares 21,277 Value ($000) $1,783 Avg Close — Range —
Q1 2022
Shares 18,578 Value ($000) $1,875 Avg Close — Range —
Q3 2021
Shares 28,164 Value ($000) $2,771 Avg Close — Range —
Q2 2021
Shares 30,621 Value ($000) $3,024 Avg Close — Range —
Q1 2021
Shares 39,030 Value ($000) $3,575 Avg Close — Range —
Q4 2020
Shares 52,653 Value ($000) $4,540 Avg Close — Range —