ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

SWEENEY & MICHEL, LLC's Holding History (CIK: 0001979556)

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

Q4 2025
Shares 195,697 Value ($000) $29,625 Avg Close — Range —
Q3 2025
Shares 185,474 Value ($000) $26,484 Avg Close — Range —
Q2 2025
Shares 184,265 Value ($000) $25,132 Avg Close — Range —
Q1 2025
Shares 179,018 Value ($000) $19,355 Avg Close — Range —
Q3 2024
Shares 167,242 Value ($000) $21,434 Avg Close — Range —
Q2 2024
Shares 170,309 Value ($000) $20,599 Avg Close — Range —
Q1 2024
Shares 169,774 Value ($000) $19,541 Avg Close — Range —
Q3 2023
Shares 161,490 Value ($000) $15,466 Avg Close — Range —
Q2 2023
Shares 162,936 Value ($000) $16,173 Avg Close — Range —
Q1 2023
Shares 161,720 Value ($000) $15,289 Avg Close — Range —