ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

MONOGRAPH WEALTH ADVISORS, LLC's Holding History (CIK: 0001776588)

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

Q4 2025
Shares 54,837 Value ($000) $37,560 Avg Close Range
Q3 2025
Shares 55,517 Value ($000) $37,158 Avg Close Range
Q2 2025
Shares 4,837 Value ($000) $3,003 Avg Close Range
Q1 2025
Shares 4,837 Value ($000) $2,718 Avg Close Range
Q4 2024
Shares 4,837 Value ($000) $2,847 Avg Close Range
Q3 2024
Shares 4,837 Value ($000) $2,790 Avg Close Range
Q2 2024
Shares 1,437 Value ($000) $786 Avg Close Range
Q1 2024
Shares 1,437 Value ($000) $755 Avg Close Range
Q4 2023
Shares 1,437 Value ($000) $686 Avg Close Range
Q3 2023
Shares 1,437 Value ($000) $620 Avg Close Range
Q2 2023
Shares 1,437 Value ($000) $640 Avg Close Range
Q1 2023
Shares 1,495 Value ($000) $615 Avg Close Range
Q4 2022
Shares 754 Value ($000) $0 Avg Close Range
Q3 2022
Shares 754 Value ($000) $270 Avg Close Range
Q2 2022
Shares 754 Value ($000) $286 Avg Close Range
Q1 2022
Shares 754 Value ($000) $342 Avg Close Range
Q4 2021
Shares 754 Value ($000) $360 Avg Close Range