ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 25,781 Value ($000) $17,658 Avg Close — Range —
Q3 2025
Shares 18,163 Value ($000) $12,156 Avg Close — Range —
Q2 2025
Shares 14,972 Value ($000) $9,296 Avg Close — Range —
Q1 2025
Shares 13,660 Value ($000) $7,675 Avg Close — Range —
Q4 2024
Shares 14,169 Value ($000) $8,341 Avg Close — Range —
Q3 2024
Shares 14,483 Value ($000) $8,355 Avg Close — Range —
Q2 2024
Shares 13,473 Value ($000) $7,373 Avg Close — Range —
Q1 2024
Shares 13,258 Value ($000) $6,970 Avg Close — Range —
Q4 2023
Shares 12,991 Value ($000) $6,205 Avg Close — Range —
Q3 2023
Shares 13,103 Value ($000) $5,627 Avg Close — Range —
Q2 2023
Shares 11,853 Value ($000) $5,283 Avg Close — Range —
Q1 2023
Shares 12,499 Value ($000) $5,139 Avg Close — Range —