ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

SURIENCE PRIVATE WEALTH LLC's Holding History (CIK: 0001900195)

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

Q2 2025
Shares 2,068 Value ($000) $279 Avg Close — Range —
Q1 2025
Shares 2,077 Value ($000) $253 Avg Close — Range —
Q4 2024
Shares 2,849 Value ($000) $366 Avg Close — Range —
Q3 2024
Shares 2,849 Value ($000) $358 Avg Close — Range —
Q2 2024
Shares 2,849 Value ($000) $338 Avg Close — Range —