ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Badgley Phelps Wealth Managers, LLC's Holding History (CIK: 0001895362)

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

Q4 2025
Shares 24,611 Value ($000) $3,659 Avg Close — Range —
Q3 2025
Shares 23,697 Value ($000) $3,452 Avg Close — Range —
Q2 2025
Shares 24,740 Value ($000) $3,341 Avg Close — Range —
Q1 2025
Shares 25,498 Value ($000) $3,111 Avg Close — Range —
Q4 2024
Shares 24,540 Value ($000) $3,156 Avg Close — Range —
Q3 2024
Shares 25,489 Value ($000) $3,202 Avg Close — Range —
Q2 2024
Shares 24,477 Value ($000) $2,907 Avg Close — Range —
Q1 2024
Shares 24,521 Value ($000) $2,827 Avg Close — Range —
Q4 2023
Shares 24,665 Value ($000) $2,596 Avg Close — Range —
Q3 2023
Shares 24,491 Value ($000) $2,307 Avg Close — Range —
Q2 2023
Shares 24,491 Value ($000) $2,396 Avg Close — Range —
Q1 2023
Shares 27,456 Value ($000) $2,486 Avg Close — Range —
Q4 2022
Shares 7,839 Value ($000) $665 Avg Close — Range —