ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holding History (CIK: 0002011649)

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

Q4 2025
Shares 33,172 Value ($000) $5,014 Avg Close — Range —
Q3 2025
Shares 33,172 Value ($000) $4,834 Avg Close — Range —
Q2 2025
Shares 33,172 Value ($000) $4,480 Avg Close — Range —
Q1 2025
Shares 33,172 Value ($000) $4,047 Avg Close — Range —
Q4 2024
Shares 33,172 Value ($000) $4,267 Avg Close — Range —
Q3 2024
Shares 33,172 Value ($000) $4,167 Avg Close — Range —
Q2 2024
Shares 33,172 Value ($000) $3,940 Avg Close — Range —
Q1 2024
Shares 33,172 Value ($000) $3,825 Avg Close — Range —
Q4 2023
Shares 33,902 Value ($000) $3,568 Avg Close — Range —