ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Vestwell Advisors, LLC's Holding History (CIK: 0002081474)

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

Q3 2025
Shares 4,059 Value ($000) $591 Avg Close — Range —
Q2 2025
Shares 4,093 Value ($000) $553 Avg Close — Range —