ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Discipline Wealth Solutions, LLC's Holding History (CIK: 0002010507)

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

Q4 2025
Shares 21,946 Value ($000) $3,263 Avg Close — Range —
Q3 2025
Shares 22,231 Value ($000) $3,238 Avg Close — Range —
Q2 2025
Shares 4,532 Value ($000) $612 Avg Close — Range —