ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

SARD WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0002010095)

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

Q4 2025
Shares 61,198 Value ($000) $9,100 Avg Close — Range —
Q3 2025
Shares 62,272 Value ($000) $9,070 Avg Close — Range —
Q2 2025
Shares 63,083 Value ($000) $8,519 Avg Close — Range —
Q1 2025
Shares 63,069 Value ($000) $7,695 Avg Close — Range —
Q4 2024
Shares 63,430 Value ($000) $8,158 Avg Close — Range —
Q3 2024
Shares 67,309 Value ($000) $8,455 Avg Close — Range —
Q2 2024
Shares 68,064 Value ($000) $8,085 Avg Close — Range —
Q1 2024
Shares 69,458 Value ($000) $8,009 Avg Close — Range —
Q4 2023
Shares 69,580 Value ($000) $7,322 Avg Close — Range —