ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 1,745 Value ($000) $259 Avg Close — Range —
Q3 2025
Shares 2,080 Value ($000) $303 Avg Close — Range —
Q2 2025
Shares 2,080 Value ($000) $281 Avg Close — Range —
Q1 2025
Shares 2,091 Value ($000) $255 Avg Close — Range —