ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Mowery & Schoenfeld Wealth Management, LLC's Holding History (CIK: 0002019946)

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

Q4 2025
Shares 403 Value ($000) $60 Avg Close — Range —
Q3 2025
Shares 442 Value ($000) $64 Avg Close — Range —
Q2 2025
Shares 482 Value ($000) $65 Avg Close — Range —
Q1 2025
Shares 896 Value ($000) $109 Avg Close — Range —