ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 10,312 Value ($000) $1,533 Avg Close — Range —
Q3 2025
Shares 10,659 Value ($000) $1,552 Avg Close — Range —
Q2 2025
Shares 10,658 Value ($000) $1,439 Avg Close — Range —
Q4 2024
Shares 10,724 Value ($000) $1,379 Avg Close — Range —