ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 2,596 Value ($000) $1,778 Avg Close — Range —
Q3 2025
Shares 2,595 Value ($000) $1,737 Avg Close — Range —
Q2 2025
Shares 2,585 Value ($000) $1,605 Avg Close — Range —
Q1 2025
Shares 2,717 Value ($000) $1,526 Avg Close — Range —
Q4 2024
Shares 2,445 Value ($000) $1,439 Avg Close — Range —
Q3 2024
Shares 3,121 Value ($000) $1,800 Avg Close — Range —
Q2 2024
Shares 2,832 Value ($000) $1,550 Avg Close — Range —
Q1 2024
Shares 3,120 Value ($000) $1,640 Avg Close — Range —
Q4 2023
Shares 2,850 Value ($000) $1,361 Avg Close — Range —
Q3 2023
Shares 3,136 Value ($000) $1,347 Avg Close — Range —
Q2 2023
Shares 3,321 Value ($000) $1,480 Avg Close — Range —
Q1 2023
Shares 3,096 Value ($000) $1,273 Avg Close — Range —
Q4 2022
Shares 3,531 Value ($000) $1,357 Avg Close — Range —
Q3 2022
Shares 1,903 Value ($000) $683 Avg Close — Range —
Q2 2022
Shares 2,446 Value ($000) $927 Avg Close — Range —
Q2 2016
Shares 20 Value ($000) $4,223 Avg Close — Range —