ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 15,285 Value ($000) $2,273 Avg Close — Range —
Q3 2025
Shares 3,366 Value ($000) $490 Avg Close — Range —
Q2 2025
Shares 4,157 Value ($000) $561 Avg Close — Range —
Q1 2025
Shares 4,150 Value ($000) $506 Avg Close — Range —
Q4 2024
Shares 5,254 Value ($000) $676 Avg Close — Range —
Q3 2024
Shares 4,659 Value ($000) $585 Avg Close — Range —
Q2 2024
Shares 3,710 Value ($000) $441 Avg Close — Range —
Q1 2024
Shares 2,526 Value ($000) $291 Avg Close — Range —
Q4 2023
Shares 3,207 Value ($000) $337 Avg Close — Range —