ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Wescott Financial Advisory Group, LLC's Holding History (CIK: 0001864880)

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

Q4 2025
Shares 9,403 Value ($000) $1,398 Avg Close — Range —
Q3 2025
Shares 9,567 Value ($000) $1,393 Avg Close — Range —
Q2 2025
Shares 10,345 Value ($000) $1,397 Avg Close — Range —
Q1 2025
Shares 11,262 Value ($000) $1,374 Avg Close — Range —
Q4 2024
Shares 10,812 Value ($000) $1,391 Avg Close — Range —
Q3 2024
Shares 11,532 Value ($000) $1,449 Avg Close — Range —
Q2 2024
Shares 14,265 Value ($000) $1,694 Avg Close — Range —
Q1 2024
Shares 14,085 Value ($000) $1,624 Avg Close — Range —
Q4 2023
Shares 15,553 Value ($000) $1,637 Avg Close — Range —
Q3 2023
Shares 15,433 Value ($000) $1,454 Avg Close — Range —
Q2 2023
Shares 16,933 Value ($000) $1,657 Avg Close — Range —
Q1 2023
Shares 17,989 Value ($000) $1,629 Avg Close — Range —
Q4 2022
Shares 17,927 Value ($000) $1,520 Avg Close — Range —
Q3 2022
Shares 17,964 Value ($000) $1,429 Avg Close — Range —
Q2 2022
Shares 17,875 Value ($000) $1,498 Avg Close — Range —
Q1 2022
Shares 16,090 Value ($000) $1,624 Avg Close — Range —