ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Fulcrum Equity Management's Holding History (CIK: 0001737888)

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

Q4 2025
Shares 1,396 Value ($000) $956 Avg Close — Range —
Q3 2025
Shares 1,533 Value ($000) $1,026 Avg Close — Range —
Q2 2025
Shares 1,512 Value ($000) $939 Avg Close — Range —
Q4 2024
Shares 344 Value ($000) $202 Avg Close — Range —
Q3 2024
Shares 373 Value ($000) $215 Avg Close — Range —
Q1 2024
Shares 3,036 Value ($000) $1,596 Avg Close — Range —
Q4 2023
Shares 3,188 Value ($000) $1,522 Avg Close — Range —
Q2 2023
Shares 4,573 Value ($000) $2,038 Avg Close — Range —
Q1 2023
Shares 3,498 Value ($000) $1,438 Avg Close — Range —
Q2 2022
Shares 695 Value ($000) $263 Avg Close — Range —
Q1 2022
Shares 4,835 Value ($000) $2,194 Avg Close — Range —
Q2 2021
Shares 789 Value ($000) $339 Avg Close — Range —
Q1 2019
Shares 1,023 Value ($000) $291 Avg Close — Range —
Q4 2018
Shares 1,090 Value ($000) $274 Avg Close — Range —