ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

OFC FINANCIAL PLANNING, LLC's Holding History (CIK: 0002052590)

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

Q4 2025
Shares 5,145 Value ($000) $765 Avg Close — Range —
Q3 2025
Shares 4,841 Value ($000) $705 Avg Close — Range —
Q2 2025
Shares 4,683 Value ($000) $632 Avg Close — Range —
Q1 2025
Shares 4,574 Value ($000) $558 Avg Close — Range —
Q4 2024
Shares 4,746 Value ($000) $610 Avg Close — Range —