ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Lifelong Wealth Advisors, Inc.'s Holding History (CIK: 0002051717)

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

Q1 2025
Shares 1,644 Value ($000) $201 Avg Close — Range —
Q4 2024
Shares 1,617 Value ($000) $208 Avg Close — Range —