ISHARES BITCOIN TRUST ETF

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 70,478 Value ($000) $3,499 Avg Close — Range —
Q3 2025
Shares 41,492 Value ($000) $2,697 Avg Close — Range —
Q2 2025
Shares 34,222 Value ($000) $2,095 Avg Close — Range —
Q1 2025
Shares 33,905 Value ($000) $1,587 Avg Close — Range —
Q4 2024
Shares 23,858 Value ($000) $1,266 Avg Close — Range —
Q3 2024
Shares 16,445 Value ($000) $594 Avg Close — Range —
Q2 2024
Shares 12,595 Value ($000) $430 Avg Close — Range —
Q1 2024
Shares 8,871 Value ($000) $359 Avg Close — Range —