ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 3,432 Value ($000) $510 Avg Close — Range —
Q3 2025
Shares 3,349 Value ($000) $488 Avg Close — Range —
Q2 2025
Shares 3,245 Value ($000) $438 Avg Close — Range —
Q1 2025
Shares 2,988 Value ($000) $365 Avg Close — Range —
Q4 2024
Shares 2,774 Value ($000) $357 Avg Close — Range —
Q3 2024
Shares 1,907 Value ($000) $240 Avg Close — Range —