ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Dynasty Wealth Management, LLC's Holding History (CIK: 0001727599)

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

Q4 2025
Shares 1,061,013 Value ($000) $726,730 Avg Close — Range —
Q3 2025
Shares 906,088 Value ($000) $606,445 Avg Close — Range —
Q2 2025
Shares 737,774 Value ($000) $458,084 Avg Close — Range —
Q1 2025
Shares 830,277 Value ($000) $466,533 Avg Close — Range —
Q4 2024
Shares 825,799 Value ($000) $486,131 Avg Close — Range —
Q3 2024
Shares 639,855 Value ($000) $369,081 Avg Close — Range —
Q2 2024
Shares 656,898 Value ($000) $359,474 Avg Close — Range —
Q1 2024
Shares 521,089 Value ($000) $273,952 Avg Close — Range —