ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Kondo Wealth Advisors, Inc.'s Holding History (CIK: 0002070929)

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

Q4 2025
Shares 311,761 Value ($000) $46,357 Avg Close — Range —
Q3 2025
Shares 301,364 Value ($000) $43,894 Avg Close — Range —
Q2 2025
Shares 292,247 Value ($000) $39,453 Avg Close — Range —
Q1 2025
Shares 279,009 Value ($000) $34,042 Avg Close — Range —
Q4 2024
Shares 266,129 Value ($000) $34,230 Avg Close — Range —