SWA

Serenus 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	$2.46M	Sell	18,198 -5,632	-24%	-$761K	0.42%	17
2025 Q1	$2.91M	Buy	23,830 +20	+0.1%	+$2.44K	0.48%	16
2024 Q4	$3.06M	Buy	+23,810	New	+$3.06M	0.53%	16