ISHARES BITCOIN TRUST ETF

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

SARD WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0002010095)

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

Q4 2025
Shares 6,330 Value ($000) $314 Avg Close Range
Q3 2025
Shares 6,151 Value ($000) $400 Avg Close Range
Q2 2025
Shares 5,920 Value ($000) $362 Avg Close Range
Q1 2025
Shares 5,920 Value ($000) $277 Avg Close Range