PDM

Penn Davis McFarland’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	$338K	Hold	2,500	–	–	0.04%	66
2025 Q1	$305K	Hold	2,500	–	–	0.04%	69
2024 Q4	$322K	Sell	2,500 -500	-17%	-$64.3K	0.04%	73
2024 Q3	$377K	Buy	+3,000	New	+$377K	0.04%	72