ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Evernest Financial Advisors, LLC's Holding History (CIK: 0002009530)

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

Q4 2025
Shares 8,872 Value ($000) $1,348 Avg Close — Range —
Q3 2025
Shares 8,872 Value ($000) $1,292 Avg Close — Range —
Q2 2025
Shares 2,267 Value ($000) $306 Avg Close — Range —
Q1 2025
Shares 2,267 Value ($000) $277 Avg Close — Range —
Q4 2024
Shares 2,267 Value ($000) $292 Avg Close — Range —
Q3 2024
Shares 2,267 Value ($000) $285 Avg Close — Range —
Q2 2024
Shares 3,000 Value ($000) $356 Avg Close — Range —
Q1 2024
Shares 3,000 Value ($000) $326 Avg Close — Range —
Q4 2023
Shares 3,000 Value ($000) $316 Avg Close — Range —
Q4 2021
Shares 3,000 Value ($000) $331 Avg Close — Range —