ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Johnson Financial Group, LLC's Holding History (CIK: 0001706327)

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

Q4 2025
Shares 8,469 Value ($000) $5,801 Avg Close — Range —
Q3 2025
Shares 5,316 Value ($000) $3,558 Avg Close — Range —
Q2 2025
Shares 2,956 Value ($000) $1,835 Avg Close — Range —
Q1 2025
Shares 2,956 Value ($000) $1,661 Avg Close — Range —
Q4 2024
Shares 1,968 Value ($000) $1,159 Avg Close — Range —
Q3 2024
Shares 1,545 Value ($000) $891 Avg Close — Range —
Q2 2024
Shares 972 Value ($000) $532 Avg Close — Range —
Q3 2021
Shares 4,160 Value ($000) $1,792 Avg Close — Range —
Q2 2021
Shares 4,536 Value ($000) $1,950 Avg Close — Range —
Q1 2021
Shares 3,920 Value ($000) $1,559 Avg Close — Range —
Q4 2020
Shares 3,920 Value ($000) $1,472 Avg Close — Range —