ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 3,249 Value ($000) $483 Avg Close — Range —
Q3 2025
Shares 3,345 Value ($000) $487 Avg Close — Range —
Q2 2025
Shares 2,390 Value ($000) $323 Avg Close — Range —