ISHARES BITCOIN TRUST ETF

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 4,001 Value ($000) $199 Avg Close — Range —
Q3 2025
Shares 639 Value ($000) $42 Avg Close — Range —
Q2 2025
Shares 639 Value ($000) $39 Avg Close — Range —
Q1 2025
Shares 637 Value ($000) $30 Avg Close — Range —