ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Synergy Asset Management, LLC's Holding History (CIK: 0001699080)

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

Q4 2025
Shares 517 Value ($000) $354 Avg Close — Range —
Q3 2025
Shares 1,407 Value ($000) $899 Avg Close — Range —
Q2 2025
Shares 443 Value ($000) $275 Avg Close — Range —
Q1 2025
Shares 437 Value ($000) $246 Avg Close — Range —
Q4 2024
Shares 116 Value ($000) $67 Avg Close — Range —
Q4 2020
Shares 672 Value ($000) $252 Avg Close — Range —