ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

My Personal CFO, LLC's Holding History (CIK: 0001916366)

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

Q4 2025
Shares 12,287 Value ($000) $1,827 Avg Close — Range —
Q2 2025
Shares 12,287 Value ($000) $1,659 Avg Close — Range —
Q1 2025
Shares 12,287 Value ($000) $1,499 Avg Close — Range —
Q4 2024
Shares 11,967 Value ($000) $1,539 Avg Close — Range —
Q3 2024
Shares 11,967 Value ($000) $1,503 Avg Close — Range —
Q2 2024
Shares 11,967 Value ($000) $1,421 Avg Close — Range —
Q1 2024
Shares 11,967 Value ($000) $1,380 Avg Close — Range —
Q4 2023
Shares 11,967 Value ($000) $1,259 Avg Close — Range —
Q3 2023
Shares 11,967 Value ($000) $1,127 Avg Close — Range —
Q2 2023
Shares 11,967 Value ($000) $1,171 Avg Close — Range —
Q1 2023
Shares 11,967 Value ($000) $1,084 Avg Close — Range —
Q4 2022
Shares 11,967 Value ($000) $1,015 Avg Close — Range —
Q3 2022
Shares 11,967 Value ($000) $952 Avg Close — Range —
Q2 2022
Shares 12,223 Value ($000) $1,024 Avg Close — Range —
Q1 2022
Shares 12,223 Value ($000) $1,234 Avg Close — Range —
Q4 2021
Shares 12,223 Value ($000) $1,308 Avg Close — Range —