ISHARES BITCOIN TRUST ETF

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

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 2,509 Value ($000) $125 Avg Close — Range —
Q3 2025
Shares 1,500 Value ($000) $98 Avg Close — Range —