ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

FAMILY WEALTH PARTNERS, LLC's Holding History (CIK: 0002016217)

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

Q4 2025
Shares 264,461 Value ($000) $39,323 Avg Close — Range —
Q3 2025
Shares 273,916 Value ($000) $39,896 Avg Close — Range —
Q2 2025
Shares 277,018 Value ($000) $37,409 Avg Close — Range —
Q1 2025
Shares 269,461 Value ($000) $32,877 Avg Close — Range —
Q4 2024
Shares 255,356 Value ($000) $32,844 Avg Close — Range —
Q3 2024
Shares 213,765 Value ($000) $26,853 Avg Close — Range —
Q2 2024
Shares 210,704 Value ($000) $25,027 Avg Close — Range —
Q1 2024
Shares 184,674 Value ($000) $21,293 Avg Close — Range —
Q4 2023
Shares 116,330 Value ($000) $12,241 Avg Close — Range —