ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025
Shares 2,318 Value ($000) $1,588 Avg Close — Range —
Q3 2025
Shares 2,301 Value ($000) $1,540 Avg Close — Range —
Q1 2025
Shares 2,396 Value ($000) $1,346 Avg Close — Range —
Q4 2024
Shares 2,504 Value ($000) $1,474 Avg Close — Range —