ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

BIRCH FINANCIAL GROUP, LLC's Holding History (CIK: 0002083592)

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

Q4 2025
Shares 15,165 Value ($000) $2,255 Avg Close — Range —
Q3 2025
Shares 16,104 Value ($000) $2,346 Avg Close — Range —
Q2 2025
Shares 17,949 Value ($000) $2,424 Avg Close — Range —
Q1 2025
Shares 19,757 Value ($000) $2,411 Avg Close — Range —
Q4 2024
Shares 25,020 Value ($000) $3,218 Avg Close — Range —