ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Luminvest Wealth Management LLC's Holding History (CIK: 0002036517)

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

Q4 2025
Shares 21,351 Value ($000) $3,175 Avg Close — Range —
Q3 2025
Shares 25,486 Value ($000) $3,712 Avg Close — Range —
Q2 2025
Shares 25,309 Value ($000) $3,420 Avg Close — Range —