ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

LJI Wealth Management, LLC's Holding History (CIK: 0001988563)

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

Q4 2025
Shares 1,208,721 Value ($000) $179,725 Avg Close — Range —
Q3 2025
Shares 1,142,723 Value ($000) $166,438 Avg Close — Range —
Q2 2025
Shares 1,185,987 Value ($000) $160,156 Avg Close — Range —
Q1 2025
Shares 1,037,692 Value ($000) $126,609 Avg Close — Range —
Q4 2024
Shares 984,394 Value ($000) $126,613 Avg Close — Range —
Q3 2024
Shares 913,099 Value ($000) $114,703 Avg Close — Range —
Q2 2024
Shares 895,214 Value ($000) $106,334 Avg Close — Range —
Q1 2024
Shares 845,510 Value ($000) $97,487 Avg Close — Range —
Q4 2023
Shares 828,960 Value ($000) $87,231 Avg Close — Range —
Q3 2023
Shares 789,959 Value ($000) $74,406 Avg Close — Range —
Q2 2023
Shares 1,972,853 Value ($000) $73,334 Avg Close — Range —
Q1 2023
Shares 730,132 Value ($000) $66,113 Avg Close — Range —
Q4 2022
Shares 683,024 Value ($000) $57,920 Avg Close — Range —