ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Level Financial Advisors, Inc.'s Holding History (CIK: 0001871734)

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

Q4 2025
Shares 3,315 Value ($000) $493 Avg Close — Range —
Q3 2025
Shares 3,313 Value ($000) $483 Avg Close — Range —
Q2 2025
Shares 3,311 Value ($000) $447 Avg Close — Range —
Q1 2025
Shares 3,310 Value ($000) $404 Avg Close — Range —
Q4 2024
Shares 3,308 Value ($000) $425 Avg Close — Range —
Q3 2024
Shares 2,733 Value ($000) $343 Avg Close — Range —
Q2 2024
Shares 2,733 Value ($000) $325 Avg Close — Range —
Q1 2024
Shares 2,733 Value ($000) $315 Avg Close — Range —
Q4 2023
Shares 2,733 Value ($000) $288 Avg Close — Range —
Q3 2023
Shares 2,733 Value ($000) $257 Avg Close — Range —
Q2 2023
Shares 2,733 Value ($000) $267 Avg Close — Range —
Q1 2023
Shares 2,733 Value ($000) $247 Avg Close — Range —
Q4 2022
Shares 2,733 Value ($000) $232 Avg Close — Range —
Q3 2022
Shares 3,213 Value ($000) $256 Avg Close — Range —
Q2 2022
Shares 3,213 Value ($000) $269 Avg Close — Range —
Q1 2022
Shares 3,213 Value ($000) $324 Avg Close — Range —
Q4 2021
Shares 3,213 Value ($000) $344 Avg Close — Range —