ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Spartan Planning & Wealth Management's Holding History (CIK: 0001749283)

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

Q4 2025
Shares 2,161 Value ($000) $1,480 Avg Close — Range —
Q3 2025
Shares 2,293 Value ($000) $1,535 Avg Close — Range —
Q2 2025
Shares 2,487 Value ($000) $1,544 Avg Close — Range —
Q1 2025
Shares 1,863 Value ($000) $1,047 Avg Close — Range —
Q4 2024
Shares 4,725 Value ($000) $2,782 Avg Close — Range —
Q4 2023
Shares 15,347 Value ($000) $7,330 Avg Close — Range —
Q3 2023
Shares 6,792 Value ($000) $2,917 Avg Close — Range —
Q4 2022
Shares 708 Value ($000) $272 Avg Close — Range —
Q3 2022
Shares 78 Value ($000) $28 Avg Close — Range —
Q2 2022
Shares 85 Value ($000) $32 Avg Close — Range —
Q1 2022
Shares 448 Value ($000) $203,000 Avg Close — Range —