ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Morling Financial Advisors, LLC's Holding History (CIK: 0001905198)

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

Q4 2025
Shares 17,478 Value ($000) $2,599 Avg Close — Range —
Q3 2025
Shares 17,349 Value ($000) $2,527 Avg Close — Range —
Q2 2025
Shares 17,349 Value ($000) $2,343 Avg Close — Range —
Q1 2025
Shares 43,589 Value ($000) $5,318 Avg Close — Range —
Q4 2024
Shares 43,852 Value ($000) $5,640 Avg Close — Range —
Q3 2024
Shares 43,952 Value ($000) $5,521 Avg Close — Range —
Q2 2024
Shares 43,952 Value ($000) $5,221 Avg Close — Range —
Q1 2024
Shares 51,221 Value ($000) $5,906 Avg Close — Range —
Q4 2023
Shares 49,535 Value ($000) $5,213 Avg Close — Range —
Q3 2023
Shares 49,530 Value ($000) $4,665 Avg Close — Range —
Q2 2023
Shares 49,525 Value ($000) $4,846 Avg Close — Range —
Q1 2023
Shares 49,768 Value ($000) $4,507 Avg Close — Range —
Q4 2022
Shares 50,530 Value ($000) $4,285 Avg Close — Range —
Q3 2022
Shares 43,382 Value ($000) $3,451 Avg Close — Range —
Q2 2022
Shares 50,917 Value ($000) $4,266 Avg Close — Range —
Q1 2022
Shares 47,701 Value ($000) $4,815 Avg Close — Range —
Q4 2021
Shares 609 Value ($000) $65 Avg Close — Range —