ISHARES BITCOIN TRUST ETF

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 8,269 Value ($000) $411 Avg Close — Range —
Q3 2025
Shares 3,711 Value ($000) $227 Avg Close — Range —