ISHARES BITCOIN TRUST ETF

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

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 15,039 Value ($000) $747 Avg Close — Range —
Q3 2025
Shares 14,875 Value ($000) $967 Avg Close — Range —
Q2 2025
Shares 14,875 Value ($000) $910 Avg Close — Range —
Q1 2025
Shares 14,875 Value ($000) $696 Avg Close — Range —
Q4 2024
Shares 14,875 Value ($000) $789 Avg Close — Range —
Q3 2024
Shares 14,875 Value ($000) $537 Avg Close — Range —
Q2 2024
Shares 14,875 Value ($000) $508 Avg Close — Range —