ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Able Wealth Management LLC's Holding History (CIK: 0002011908)

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

Q4 2025
Shares 28,450 Value ($000) $4,230 Avg Close — Range —
Q3 2025
Shares 28,137 Value ($000) $4,098 Avg Close — Range —
Q2 2025
Shares 28,020 Value ($000) $3,784 Avg Close — Range —
Q1 2025
Shares 21,845 Value ($000) $2,665 Avg Close — Range —
Q4 2024
Shares 20,052 Value ($000) $2,579 Avg Close — Range —
Q3 2024
Shares 20,850 Value ($000) $2,619 Avg Close — Range —
Q2 2024
Shares 20,888 Value ($000) $2,481 Avg Close — Range —
Q1 2024
Shares 24,811 Value ($000) $2,861 Avg Close — Range —
Q4 2023
Shares 21,865 Value ($000) $2,301 Avg Close — Range —