ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

KDK Private Wealth Management, LLC's Holding History (CIK: 0001776910)

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

Q4 2025
Shares 9,974 Value ($000) $6,832 Avg Close — Range —
Q3 2025
Shares 10,105 Value ($000) $6,764 Avg Close — Range —
Q2 2025
Shares 9,648 Value ($000) $5,990 Avg Close — Range —
Q1 2025
Shares 9,715 Value ($000) $5,459 Avg Close — Range —
Q4 2024
Shares 9,797 Value ($000) $5,767 Avg Close — Range —