ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Leeward Financial Partners, LLC's Holding History (CIK: 0001735201)

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

Q4 2025
Shares 5,809 Value ($000) $3,979 Avg Close — Range —
Q3 2025
Shares 5,880 Value ($000) $3,935 Avg Close — Range —
Q2 2025
Shares 5,829 Value ($000) $3,619 Avg Close — Range —
Q1 2025
Shares 5,821 Value ($000) $3,271 Avg Close — Range —
Q4 2024
Shares 6,714 Value ($000) $3,952 Avg Close — Range —
Q3 2024
Shares 6,471 Value ($000) $3,733 Avg Close — Range —
Q2 2024
Shares 6,091 Value ($000) $3,333 Avg Close — Range —
Q1 2024
Shares 5,540 Value ($000) $2,913 Avg Close — Range —
Q4 2023
Shares 5,399 Value ($000) $2,579 Avg Close — Range —
Q3 2023
Shares 5,235 Value ($000) $2,248 Avg Close — Range —
Q2 2023
Shares 4,754 Value ($000) $2,119 Avg Close — Range —
Q1 2023
Shares 4,196 Value ($000) $1,725 Avg Close — Range —
Q4 2022
Shares 4,134 Value ($000) $1,588 Avg Close — Range —
Q3 2022
Shares 5,290 Value ($000) $1,897 Avg Close — Range —
Q2 2022
Shares 5,241 Value ($000) $1,987 Avg Close — Range —
Q1 2022
Shares 5,182 Value ($000) $2,351 Avg Close — Range —
Q4 2021
Shares 5,098 Value ($000) $2,432 Avg Close — Range —