ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Level Wealth Management LLC's Holding History (CIK: 0002036775)

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

Q4 2025
Shares 80,671 Value ($000) $11,995 Avg Close — Range —
Q3 2025
Shares 95,499 Value ($000) $13,909 Avg Close — Range —
Q2 2025
Shares 96,269 Value ($000) $13,000 Avg Close — Range —
Q1 2025
Shares 5,127 Value ($000) $626 Avg Close — Range —
Q4 2024
Shares 5,262 Value ($000) $677 Avg Close — Range —