ISHARES BITCOIN TRUST ETF

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

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 104,886 Value ($000) $5,208 Avg Close — Range —
Q3 2025
Shares 180,573 Value ($000) $11,737 Avg Close — Range —
Q2 2025
Shares 117,677 Value ($000) $7,203 Avg Close — Range —
Q1 2025
Shares 107,310 Value ($000) $5,023 Avg Close — Range —
Q4 2024
Shares 60,398 Value ($000) $3,204 Avg Close — Range —
Q3 2024
Shares 37,552 Value ($000) $1,357 Avg Close — Range —
Q2 2024
Shares 31,998 Value ($000) $1,092 Avg Close — Range —
Q1 2024
Shares 63,324 Value ($000) $2,563 Avg Close — Range —