ISHARES BITCOIN TRUST ETF

Ticker: IBIT CUSIP: 46438F101 Class: Exchange Traded Fund

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 65,417 Value ($000) $3,248 Avg Close — Range —
Q3 2025
Shares 43,611 Value ($000) $2,835 Avg Close — Range —
Q2 2025
Shares 34,914 Value ($000) $2,137 Avg Close — Range —
Q1 2025
Shares 29,595 Value ($000) $1,385 Avg Close — Range —
Q4 2024
Shares 20,583 Value ($000) $1,092 Avg Close — Range —
Q3 2024
Shares 7,330 Value ($000) $265 Avg Close — Range —
Q2 2024
Shares 6,590 Value ($000) $225 Avg Close — Range —
Q1 2024
Shares 2,520 Value ($000) $91 Avg Close — Range —