ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Edge Financial Advisors LLC's Holding History (CIK: 0002011402)

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

Q4 2025
Shares 63,572 Value ($000) $9,453 Avg Close — Range —
Q3 2025
Shares 185,681 Value ($000) $27,044 Avg Close — Range —
Q2 2025
Shares 185,418 Value ($000) $25,036 Avg Close — Range —
Q1 2025
Shares 191,962 Value ($000) $23,421 Avg Close — Range —
Q2 2024
Shares 3,378 Value ($000) $401 Avg Close — Range —