ISHARES TR

Ticker: TOPT CUSIP: 46438G570 Class: TOP 20 U S STOCK

Core Wealth Partners LLC's Holding History (CIK: 0001965078)

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

Q4 2025
Shares 35,199 Value ($000) $1,099 Avg Close — Range —
Q3 2025
Shares 11,317 Value ($000) $345 Avg Close — Range —