ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Fonville Wealth Management LLC's Holding History (CIK: 0002008703)

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

Q4 2025
Shares 34,167 Value ($000) $5,080 Avg Close — Range —
Q3 2025
Shares 35,529 Value ($000) $5,175 Avg Close — Range —
Q2 2025
Shares 35,529 Value ($000) $4,798 Avg Close — Range —
Q1 2025
Shares 35,529 Value ($000) $4,335 Avg Close — Range —
Q4 2024
Shares 37,010 Value ($000) $4,760 Avg Close — Range —
Q3 2024
Shares 38,200 Value ($000) $4,799 Avg Close — Range —
Q2 2024
Shares 38,200 Value ($000) $4,537 Avg Close — Range —
Q1 2024
Shares 38,250 Value ($000) $4,410 Avg Close — Range —
Q4 2023
Shares 38,535 Value ($000) $4,055 Avg Close — Range —