ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Thrive Wealth Management, LLC's Holding History (CIK: 0001847610)

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

Q4 2025
Shares 5,160 Value ($000) $767 Avg Close — Range —
Q3 2025
Shares 5,133 Value ($000) $748 Avg Close — Range —
Q2 2025
Shares 5,091 Value ($000) $687 Avg Close — Range —
Q1 2025
Shares 4,671 Value ($000) $570 Avg Close — Range —
Q4 2024
Shares 4,634 Value ($000) $596 Avg Close — Range —
Q3 2024
Shares 4,607 Value ($000) $579 Avg Close — Range —
Q2 2024
Shares 4,586 Value ($000) $545 Avg Close — Range —
Q1 2024
Shares 4,196 Value ($000) $484 Avg Close — Range —
Q4 2023
Shares 4,170 Value ($000) $439 Avg Close — Range —
Q3 2023
Shares 4,164 Value ($000) $392 Avg Close — Range —
Q2 2023
Shares 4,255 Value ($000) $416 Avg Close — Range —
Q1 2023
Shares 4,782 Value ($000) $433 Avg Close — Range —
Q4 2022
Shares 4,555 Value ($000) $386 Avg Close — Range —