ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 16,497 Value ($000) $2,453 Avg Close — Range —
Q3 2025
Shares 16,683 Value ($000) $2,430 Avg Close — Range —
Q2 2025
Shares 16,759 Value ($000) $2,263 Avg Close — Range —
Q1 2025
Shares 16,666 Value ($000) $2,033 Avg Close — Range —
Q4 2024
Shares 16,851 Value ($000) $2,167 Avg Close — Range —
Q3 2024
Shares 17,078 Value ($000) $2,145 Avg Close — Range —
Q2 2024
Shares 17,261 Value ($000) $2,050 Avg Close — Range —
Q1 2024
Shares 17,150 Value ($000) $1,977 Avg Close — Range —
Q4 2023
Shares 17,182 Value ($000) $1,808 Avg Close — Range —
Q3 2023
Shares 17,461 Value ($000) $1,645 Avg Close — Range —
Q2 2023
Shares 16,534 Value ($000) $1,618 Avg Close — Range —