ISHARES BITCOIN TRUST ETF

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

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 119,531 Value ($000) $5,935 Avg Close — Range —
Q3 2025
Shares 106,738 Value ($000) $6,938 Avg Close — Range —
Q2 2025
Shares 53,248 Value ($000) $3,259 Avg Close — Range —
Q1 2025
Shares 23,021 Value ($000) $1,078 Avg Close — Range —
Q4 2024
Shares 14,722 Value ($000) $781 Avg Close — Range —