ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 734 Value ($000) $107 Avg Close — Range —
Q2 2025
Shares 745 Value ($000) $101 Avg Close — Range —
Q1 2025
Shares 757 Value ($000) $92 Avg Close — Range —
Q4 2024
Shares 47 Value ($000) $6 Avg Close — Range —
Q3 2024
Shares 53 Value ($000) $7 Avg Close — Range —