ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Strategies Wealth Advisors, LLC's Holding History (CIK: 0001976435)

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

Q4 2025
Shares 3,869 Value ($000) $575 Avg Close — Range —
Q3 2025
Shares 3,899 Value ($000) $568 Avg Close — Range —
Q2 2025
Shares 5,493 Value ($000) $742 Avg Close — Range —
Q1 2025
Shares 4,322 Value ($000) $527 Avg Close — Range —
Q4 2024
Shares 4,412 Value ($000) $587 Avg Close — Range —
Q3 2024
Shares 4,899 Value ($000) $615 Avg Close — Range —
Q2 2024
Shares 5,629 Value ($000) $669 Avg Close — Range —
Q1 2024
Shares 5,960 Value ($000) $687 Avg Close — Range —
Q4 2023
Shares 6,098 Value ($000) $642 Avg Close — Range —
Q3 2023
Shares 6,485 Value ($000) $611 Avg Close — Range —
Q2 2023
Shares 7,390 Value ($000) $723 Avg Close — Range —
Q1 2023
Shares 7,499 Value ($000) $679 Avg Close — Range —
Q4 2022
Shares 6,821 Value ($000) $578 Avg Close — Range —
Q2 2022
Shares 7,014 Value ($000) $588 Avg Close — Range —
Q1 2022
Shares 7,123 Value ($000) $719 Avg Close — Range —
Q4 2021
Shares 7,299 Value ($000) $781 Avg Close — Range —