ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Geometric Wealth Advisors's Holding History (CIK: 0001900576)

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

Q4 2025
Shares 4,867 Value ($000) $724 Avg Close — Range —
Q3 2025
Shares 4,817 Value ($000) $702 Avg Close — Range —
Q2 2025
Shares 4,817 Value ($000) $650 Avg Close — Range —
Q1 2025
Shares 4,080 Value ($000) $498 Avg Close — Range —
Q4 2024
Shares 4,080 Value ($000) $525 Avg Close — Range —
Q3 2024
Shares 4,134 Value ($000) $519 Avg Close — Range —
Q2 2024
Shares 3,887 Value ($000) $462 Avg Close — Range —
Q1 2024
Shares 3,887 Value ($000) $448 Avg Close — Range —
Q4 2023
Shares 3,581 Value ($000) $377 Avg Close — Range —
Q3 2023
Shares 3,943 Value ($000) $371 Avg Close — Range —
Q2 2023
Shares 2,888 Value ($000) $287 Avg Close — Range —
Q1 2023
Shares 2,390 Value ($000) $217 Avg Close — Range —
Q1 2022
Shares 2,151 Value ($000) $217 Avg Close — Range —
Q4 2021
Shares 2,151 Value ($000) $230 Avg Close — Range —