ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Kaufman Rossin Wealth, LLC's Holding History (CIK: 0002049750)

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

Q4 2025
Shares 125,041 Value ($000) $18,592 Avg Close — Range —
Q3 2025
Shares 118,486 Value ($000) $17,258 Avg Close — Range —
Q2 2025
Shares 107,354 Value ($000) $14,497 Avg Close — Range —
Q1 2025
Shares 102,227 Value ($000) $12,473 Avg Close — Range —
Q4 2024
Shares 99,068 Value ($000) $12,742 Avg Close — Range —