OWA

Opal Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$110K	Buy	816 +1	+0.1%	+$135	0.03%	260
2025 Q1	$99.5K	Buy	+815	New	+$99.5K	0.03%	275
2024 Q3	–	Sell	-815	Closed	-$96.8K	–	682
2024 Q2	$96.8K	Buy	+815	New	+$96.8K	0.03%	273