ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

McGlone Suttner Wealth Management, Inc.'s Holding History (CIK: 0001964819)

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

Q4 2025
Shares 15,480 Value ($000) $2,302 Avg Close — Range —
Q3 2025
Shares 15,668 Value ($000) $2,282 Avg Close — Range —
Q2 2025
Shares 15,670 Value ($000) $2,116 Avg Close — Range —
Q1 2025
Shares 15,670 Value ($000) $1,912 Avg Close — Range —
Q4 2024
Shares 15,670 Value ($000) $2,015 Avg Close — Range —
Q3 2024
Shares 13,737 Value ($000) $1,726 Avg Close — Range —
Q2 2024
Shares 17,540 Value ($000) $1,846 Avg Close — Range —
Q1 2024
Shares 15,766 Value ($000) $1,818 Avg Close — Range —
Q4 2023
Shares 17,540 Value ($000) $1,846 Avg Close — Range —
Q3 2023
Shares 16,905 Value ($000) $1,592 Avg Close — Range —
Q2 2023
Shares 19,869 Value ($000) $1,944 Avg Close — Range —
Q1 2023
Shares 19,918 Value ($000) $1,803 Avg Close — Range —
Q4 2022
Shares 19,933 Value ($000) $1,690 Avg Close — Range —