Fort Point Capital Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,917	Closed	-$529K	–	261
2025 Q2	$529K	Hold	3,917	–	–	0.05%	216
2025 Q1	$478K	Hold	3,917	–	–	0.05%	208
2024 Q4	$504K	Sell	3,917 -20	-0.5%	-$2.59K	0.06%	202
2024 Q3	$495K	Hold	3,937	–	–	0.06%	187
2024 Q2	$468K	Hold	3,937	–	–	0.06%	200
2024 Q1	$454K	Sell	3,937 -40	-1%	-$4.39K	0.06%	201
2023 Q4	$419K	Sell	3,977 -50	-1%	-$4.9K	0.06%	199
2023 Q3	$379K	Hold	4,027	–	–	0.06%	174
2023 Q2	$394K	Sell	4,027 -2	-0%	-$185	0.06%	185
2023 Q1	$365K	Sell	4,029 -40	-1%	-$3.55K	0.06%	197
2022 Q4	$345K	Hold	4,069	–	–	0.06%	193
2022 Q3	$324K	Sell	4,069 -20	-0.5%	-$1.77K	0.06%	195
2022 Q2	$343K	Sell	4,089 -495	-11%	-$45.1K	0.06%	202
2022 Q1	$463K	Sell	4,584 -217	-5%	-$21.6K	0.07%	181
2021 Q4	$514K	Buy	4,801 +901	+23%	+$94.2K	0.07%	159
2021 Q3	$384K	Buy	+3,900	New	+$394K	0.06%	168