ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 99,831 Value ($000) $68,379 Avg Close — Range —
Q3 2025
Shares 97,984 Value ($000) $65,581 Avg Close — Range —
Q2 2025
Shares 98,488 Value ($000) $61,151 Avg Close — Range —
Q1 2025
Shares 86,754 Value ($000) $48,747 Avg Close — Range —
Q4 2024
Shares 91,683 Value ($000) $53,972 Avg Close — Range —
Q1 2022
Shares 75,516 Value ($000) $34,261 Avg Close — Range —
Q4 2021
Shares 74,160 Value ($000) $35,373 Avg Close — Range —
Q3 2021
Shares 69,887 Value ($000) $30,109 Avg Close — Range —
Q2 2021
Shares 68,949 Value ($000) $29,642 Avg Close — Range —
Q1 2021
Shares 68,881 Value ($000) $27,402 Avg Close — Range —
Q4 2020
Shares 69,554 Value ($000) $26,110 Avg Close — Range —
Q3 2020
Shares 66,522 Value ($000) $22,355 Avg Close — Range —
Q2 2020
Shares 5,933 Value ($000) $1,837 Avg Close — Range —
Q1 2020
Shares 62,862 Value ($000) $16,243 Avg Close — Range —
Q4 2019
Shares 7,885 Value ($000) $2,549 Avg Close — Range —
Q3 2019
Shares 44,359 Value ($000) $13,242 Avg Close — Range —
Q2 2019
Shares 42,891 Value ($000) $12,642 Avg Close — Range —
Q1 2019
Shares 40,706 Value ($000) $11,583 Avg Close — Range —