ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Divergent Planning, LLC's Holding History (CIK: 0001730787)

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

Q4 2025
Shares 148,837 Value ($000) $102,130 Avg Close — Range —
Q3 2025
Shares 147,527 Value ($000) $99,200 Avg Close — Range —
Q2 2025
Shares 143,457 Value ($000) $89,040 Avg Close — Range —
Q1 2025
Shares 138,839 Value ($000) $78,750 Avg Close — Range —
Q4 2024
Shares 138,057 Value ($000) $80,533 Avg Close — Range —
Q3 2024
Shares 136,011 Value ($000) $78,300 Avg Close — Range —
Q2 2024
Shares 134,288 Value ($000) $74,440 Avg Close — Range —
Q1 2024
Shares 131,526 Value ($000) $69,035 Avg Close — Range —
Q4 2023
Shares 130,295 Value ($000) $61,876 Avg Close — Range —
Q3 2023
Shares 129,897 Value ($000) $56,402 Avg Close — Range —
Q2 2023
Shares 131,611 Value ($000) $58,660 Avg Close — Range —
Q1 2023
Shares 127,386 Value ($000) $52,366 Avg Close — Range —
Q4 2022
Shares 120,422 Value ($000) $46,267 Avg Close — Range —
Q3 2022
Shares 114,012 Value ($000) $40,891 Avg Close — Range —
Q2 2022
Shares 113,259 Value ($000) $42,942 Avg Close — Range —
Q1 2022
Shares 110,088 Value ($000) $50,067 Avg Close — Range —
Q4 2021
Shares 105,931 Value ($000) $50,813 Avg Close — Range —
Q3 2021
Shares 102,873 Value ($000) $44,774 Avg Close — Range —
Q2 2021
Shares 103,982 Value ($000) $45,052 Avg Close — Range —
Q1 2021
Shares 100,858 Value ($000) $42,248 Avg Close — Range —
Q4 2020
Shares 98,096 Value ($000) $36,824 Avg Close — Range —