ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 1,175 Value ($000) $175 Avg Close — Range —
Q3 2025
Shares 1,175 Value ($000) $171 Avg Close — Range —
Q2 2025
Shares 1,175 Value ($000) $159 Avg Close — Range —
Q1 2025
Shares 1,175 Value ($000) $143 Avg Close — Range —
Q4 2024
Shares 1,175 Value ($000) $151 Avg Close — Range —
Q3 2024
Shares 1,175 Value ($000) $148 Avg Close — Range —
Q4 2022
Shares 1,706 Value ($000) $145 Avg Close — Range —
Q3 2022
Shares 1,660 Value ($000) $132 Avg Close — Range —
Q2 2022
Shares 1,638 Value ($000) $137 Avg Close — Range —