ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Convergence Financial, LLC's Holding History (CIK: 0002034001)

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

Q4 2025
Shares 17,057 Value ($000) $2,536 Avg Close — Range —
Q3 2025
Shares 16,011 Value ($000) $2,332 Avg Close — Range —
Q2 2025
Shares 18,501 Value ($000) $2,498 Avg Close — Range —
Q1 2025
Shares 12,267 Value ($000) $1,497 Avg Close — Range —
Q4 2024
Shares 1,784 Value ($000) $229 Avg Close — Range —