ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 1,020,678 Value ($000) $151,765 Avg Close — Range —
Q3 2025
Shares 1,020,342 Value ($000) $148,613 Avg Close — Range —
Q2 2025
Shares 974,950 Value ($000) $131,657 Avg Close — Range —
Q1 2025
Shares 961,484 Value ($000) $117,311 Avg Close — Range —
Q4 2024
Shares 953,699 Value ($000) $122,673 Avg Close — Range —
Q3 2024
Shares 956,135 Value ($000) $120,110 Avg Close — Range —
Q2 2024
Shares 976,661 Value ($000) $116,008 Avg Close — Range —
Q1 2024
Shares 822,826 Value ($000) $94,872 Avg Close — Range —
Q4 2023
Shares 819,362 Value ($000) $86,221 Avg Close — Range —
Q3 2023
Shares 822,734 Value ($000) $77,493 Avg Close — Range —
Q2 2023
Shares 842,328 Value ($000) $82,413 Avg Close — Range —
Q1 2023
Shares 839,989 Value ($000) $76,061 Avg Close — Range —
Q4 2022
Shares 872,146 Value ($000) $73,958 Avg Close — Range —
Q3 2022
Shares 813,575 Value ($000) $64,712 Avg Close — Range —
Q2 2022
Shares 675,596 Value ($000) $56,601 Avg Close — Range —
Q1 2022
Shares 652,181 Value ($000) $65,831 Avg Close — Range —
Q4 2021
Shares 651,079 Value ($000) $69,652 Avg Close — Range —