ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 345,754 Value ($000) $51,410 Avg Close — Range —
Q3 2025
Shares 373,874 Value ($000) $54,455 Avg Close — Range —
Q2 2025
Shares 361,135 Value ($000) $48,768 Avg Close — Range —
Q1 2025
Shares 363,558 Value ($000) $44,358 Avg Close — Range —
Q4 2024
Shares 352,983 Value ($000) $45,401 Avg Close — Range —
Q3 2024
Shares 354,968 Value ($000) $44,591 Avg Close — Range —
Q2 2024
Shares 347,416 Value ($000) $41,266 Avg Close — Range —
Q1 2024
Shares 341,961 Value ($000) $39,428 Avg Close — Range —
Q4 2023
Shares 344,589 Value ($000) $36,261 Avg Close — Range —
Q3 2023
Shares 336,288 Value ($000) $31,675 Avg Close — Range —
Q2 2023
Shares 328,266 Value ($000) $32,118 Avg Close — Range —
Q1 2023
Shares 333,962 Value ($000) $30,240 Avg Close — Range —
Q4 2022
Shares 331,938 Value ($000) $28,148 Avg Close — Range —
Q3 2022
Shares 320,656 Value ($000) $25,505 Avg Close — Range —
Q2 2022
Shares 330,279 Value ($000) $27,671 Avg Close — Range —
Q1 2022
Shares 318,264 Value ($000) $32,126 Avg Close — Range —
Q4 2021
Shares 307,097 Value ($000) $32,853 Avg Close — Range —