ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Aries Wealth Management's Holding History (CIK: 0001729515)

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

Q4 2025
Shares 992 Value ($000) $679 Avg Close — Range —
Q3 2025
Shares 943 Value ($000) $631 Avg Close — Range —
Q2 2025
Shares 943 Value ($000) $586 Avg Close — Range —
Q1 2025
Shares 943 Value ($000) $530 Avg Close — Range —
Q4 2024
Shares 1,169 Value ($000) $688 Avg Close — Range —
Q3 2024
Shares 1,169 Value ($000) $674 Avg Close — Range —
Q2 2024
Shares 1,169 Value ($000) $640 Avg Close — Range —
Q1 2024
Shares 1,019 Value ($000) $536 Avg Close — Range —
Q4 2023
Shares 1,105 Value ($000) $528 Avg Close — Range —
Q1 2022
Shares 20,213 Value ($000) $9,170 Avg Close — Range —
Q4 2021
Shares 456 Value ($000) $218 Avg Close — Range —