IQVIA HLDGS INC

Ticker: IQV CUSIP: 46266C105 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025

Shares 1,592 Value ($000) $384 Avg Close $217.58 Range $190.26 - $234.30

Q3 2025

Shares 1,488 Value ($000) $305 Avg Close $181.84 Range $156.01 - $206.78

Q2 2025

Shares 1,364 Value ($000) $224 Avg Close $150.55 Range $134.65 - $177.65

Q3 2024

Shares 1,194 Value ($000) $278 Avg Close $236.05 Range $205.06 - $252.88

Q2 2024

Shares 1,153 Value ($000) $244 Avg Close $227.18 Range $208.85 - $253.84

Q1 2024

Shares 1,008 Value ($000) $231 Avg Close $233.46 Range $205.38 - $261.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,592	$384	$217.58	$190.26 - $234.30
Q3 2025	1,488	$305	$181.84	$156.01 - $206.78
Q2 2025	1,364	$224	$150.55	$134.65 - $177.65
Q3 2024	1,194	$278	$236.05	$205.06 - $252.88
Q2 2024	1,153	$244	$227.18	$208.85 - $253.84
Q1 2024	1,008	$231	$233.46	$205.38 - $261.73