ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Callan Family Office, LLC's Holding History (CIK: 0001938970)

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

Q4 2025
Shares 103,148 Value ($000) $15,337 Avg Close — Range —
Q3 2025
Shares 104,827 Value ($000) $15,268 Avg Close — Range —
Q2 2025
Shares 103,338 Value ($000) $13,955 Avg Close — Range —
Q1 2025
Shares 67,241 Value ($000) $8,204 Avg Close — Range —
Q4 2024
Shares 43,803 Value ($000) $5,634 Avg Close — Range —
Q3 2024
Shares 25,640 Value ($000) $3,221 Avg Close — Range —
Q2 2024
Shares 24,575 Value ($000) $2,919 Avg Close — Range —
Q1 2024
Shares 23,550 Value ($000) $2,715 Avg Close — Range —
Q4 2023
Shares 19,669 Value ($000) $2,070 Avg Close — Range —
Q3 2023
Shares 20,540 Value ($000) $1,935 Avg Close — Range —
Q2 2023
Shares 17,885 Value ($000) $1,750 Avg Close — Range —
Q1 2023
Shares 15,190 Value ($000) $1,375 Avg Close — Range —
Q4 2022
Shares 15,335 Value ($000) $1,300 Avg Close — Range —