ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Sterling Wealth Management, Inc.'s Holding History (CIK: 0002011149)

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

Q4 2025
Shares 1,428 Value ($000) $212 Avg Close — Range —
Q3 2025
Shares 1,426 Value ($000) $208 Avg Close — Range —
Q2 2025
Shares 2,113 Value ($000) $285 Avg Close — Range —
Q4 2024
Shares 2,113 Value ($000) $272 Avg Close — Range —
Q3 2024
Shares 2,790 Value ($000) $350 Avg Close — Range —
Q2 2024
Shares 2,789 Value ($000) $331 Avg Close — Range —
Q1 2024
Shares 2,789 Value ($000) $322 Avg Close — Range —
Q4 2023
Shares 2,744 Value ($000) $289 Avg Close — Range —