ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Financial & Tax Architects, LLC's Holding History (CIK: 0001758543)

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

Q4 2025
Shares 625 Value ($000) $428 Avg Close — Range —
Q3 2025
Shares 663 Value ($000) $444 Avg Close — Range —
Q2 2025
Shares 689 Value ($000) $428 Avg Close — Range —
Q1 2025
Shares 1,341 Value ($000) $753 Avg Close — Range —
Q4 2024
Shares 1,015 Value ($000) $598 Avg Close — Range —
Q3 2024
Shares 1,876 Value ($000) $1,082 Avg Close — Range —