ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025
Shares 5,554 Value ($000) $826 Avg Close — Range —
Q3 2025
Shares 5,765 Value ($000) $840 Avg Close — Range —
Q2 2025
Shares 11,694 Value ($000) $1,579 Avg Close — Range —
Q1 2025
Shares 12,386 Value ($000) $1,511 Avg Close — Range —
Q4 2024
Shares 12,478 Value ($000) $1,605 Avg Close — Range —
Q3 2024
Shares 12,557 Value ($000) $1,577 Avg Close — Range —
Q2 2024
Shares 12,419 Value ($000) $1,475 Avg Close — Range —