ISHARES BITCOIN TRUST ETF

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

OXFORD FINANCIAL GROUP LTD's Holding History (CIK: 0001245862)

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

Q4 2025
Shares 36,526 Value ($000) $1,814 Avg Close — Range —
Q3 2025
Shares 19,617 Value ($000) $1,275 Avg Close — Range —
Q2 2025
Shares 4,420 Value ($000) $271 Avg Close — Range —