ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Emergent Wealth Advisors, LLC's Holding History (CIK: 0001799880)

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

Q4 2025
Shares 34,455 Value ($000) $23,600 Avg Close — Range —
Q3 2025
Shares 35,213 Value ($000) $23,568 Avg Close — Range —
Q2 2025
Shares 34,289 Value ($000) $21,625 Avg Close — Range —
Q1 2025
Shares 33,762 Value ($000) $18,970 Avg Close — Range —
Q4 2024
Shares 32,786 Value ($000) $19,301 Avg Close — Range —
Q3 2024
Shares 31,937 Value ($000) $18,446 Avg Close — Range —
Q2 2024
Shares 30,375 Value ($000) $16,889 Avg Close — Range —
Q1 2024
Shares 28,934 Value ($000) $15,212 Avg Close — Range —
Q4 2023
Shares 28,251 Value ($000) $13,492 Avg Close — Range —