ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

DOPKINS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001904152)

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

Q4 2025
Shares 36,465 Value ($000) $5,422 Avg Close — Range —
Q3 2025
Shares 38,998 Value ($000) $5,680 Avg Close — Range —
Q2 2025
Shares 35,500 Value ($000) $4,794 Avg Close — Range —
Q1 2025
Shares 16,696 Value ($000) $2,037 Avg Close — Range —
Q4 2024
Shares 15,716 Value ($000) $2,021 Avg Close — Range —
Q3 2024
Shares 5,832 Value ($000) $733 Avg Close — Range —
Q2 2024
Shares 15,477 Value ($000) $1,838 Avg Close — Range —
Q1 2024
Shares 12,611 Value ($000) $1,454 Avg Close — Range —
Q3 2023
Shares 9,918 Value ($000) $934 Avg Close — Range —