ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

OGOREK ANTHONY JOSEPH /NY/ /ADV's Holding History (CIK: 0000714364)

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

Q4 2025
Shares 94 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 94 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 94 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 94 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 3 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 3 Value ($000) $0 Avg Close — Range —