ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Carter Financial Group, INC.'s Holding History (CIK: 0001919749)

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

Q4 2025
Shares 2,477 Value ($000) $368 Avg Close — Range —
Q3 2025
Shares 2,469 Value ($000) $360 Avg Close — Range —
Q2 2025
Shares 2,902 Value ($000) $392 Avg Close — Range —