ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Sage Financial Management Group, Inc.'s Holding History (CIK: 0001762086)

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

Q4 2025
Shares 75,256 Value ($000) $51,546 Avg Close — Range —
Q3 2025
Shares 73,481 Value ($000) $49,181 Avg Close — Range —
Q2 2025
Shares 72,349 Value ($000) $45 Avg Close — Range —
Q1 2025
Shares 69,053 Value ($000) $39 Avg Close — Range —
Q4 2024
Shares 63,109 Value ($000) $37 Avg Close — Range —
Q3 2024
Shares 55,100 Value ($000) $32 Avg Close — Range —
Q1 2024
Shares 51,812 Value ($000) $27 Avg Close — Range —
Q4 2023
Shares 52,220 Value ($000) $25 Avg Close — Range —
Q3 2023
Shares 46,537 Value ($000) $20 Avg Close — Range —
Q4 2022
Shares 540 Value ($000) $0 Avg Close — Range —
Q2 2022
Shares 540 Value ($000) $205 Avg Close — Range —
Q1 2022
Shares 540 Value ($000) $245 Avg Close — Range —
Q2 2021
Shares 540 Value ($000) $232 Avg Close — Range —
Q1 2021
Shares 540 Value ($000) $215 Avg Close — Range —
Q4 2020
Shares 540 Value ($000) $203 Avg Close — Range —