ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025
Shares 1,452 Value ($000) $312 Avg Close — Range —
Q3 2025
Shares 1,442 Value ($000) $302 Avg Close — Range —