ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001005607)

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

Q4 2025
Shares 4,225 Value ($000) $2,894 Avg Close — Range —
Q3 2025
Shares 2,872 Value ($000) $1,922 Avg Close — Range —
Q2 2025
Shares 2,897 Value ($000) $1,799 Avg Close — Range —
Q1 2025
Shares 2,907 Value ($000) $1,634 Avg Close — Range —
Q4 2024
Shares 3,127 Value ($000) $1,841 Avg Close — Range —
Q3 2024
Shares 3,227 Value ($000) $1,862 Avg Close — Range —
Q2 2024
Shares 2,409 Value ($000) $1,318 Avg Close — Range —
Q1 2024
Shares 1,409 Value ($000) $741 Avg Close — Range —
Q4 2023
Shares 1,582 Value ($000) $755 Avg Close — Range —
Q3 2023
Shares 670 Value ($000) $288 Avg Close — Range —
Q2 2023
Shares 662 Value ($000) $295 Avg Close — Range —
Q1 2023
Shares 634 Value ($000) $261 Avg Close — Range —
Q4 2022
Shares 893 Value ($000) $343 Avg Close — Range —
Q1 2022
Shares 626 Value ($000) $284 Avg Close — Range —
Q4 2021
Shares 727 Value ($000) $347 Avg Close — Range —
Q3 2021
Shares 1,066 Value ($000) $459 Avg Close — Range —
Q2 2017
Shares 857 Value ($000) $209 Avg Close — Range —