ISHARES TR

Ticker: ILCG CUSIP: 464287119 Class: MORNINGSTAR GRWT

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025
Shares 5,659 Value ($000) $589 Avg Close — Range —
Q3 2025
Shares 4,691 Value ($000) $489 Avg Close — Range —
Q2 2025
Shares 10,169 Value ($000) $985 Avg Close — Range —
Q1 2025
Shares 10,052 Value ($000) $814 Avg Close — Range —
Q4 2024
Shares 10,071 Value ($000) $902 Avg Close — Range —
Q3 2024
Shares 9,583 Value ($000) $805 Avg Close — Range —
Q2 2024
Shares 9,864 Value ($000) $803 Avg Close — Range —