ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Symphony Financial, Ltd. Co.'s Holding History (CIK: 0001800687)

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

Q4 2025
Shares 16,777 Value ($000) $11,534 Avg Close — Range —
Q3 2025
Shares 16,398 Value ($000) $10,986 Avg Close — Range —
Q2 2025
Shares 19,427 Value ($000) $9,656 Avg Close — Range —
Q1 2025
Shares 7,507 Value ($000) $3,949 Avg Close — Range —
Q4 2024
Shares 12,282 Value ($000) $7,457 Avg Close — Range —
Q3 2024
Shares 11,836 Value ($000) $6,779 Avg Close — Range —
Q2 2024
Shares 11,392 Value ($000) $6,254 Avg Close — Range —
Q1 2024
Shares 9,359 Value ($000) $4,920 Avg Close — Range —
Q4 2023
Shares 5,928 Value ($000) $2,829 Avg Close — Range —
Q3 2023
Shares 5,854 Value ($000) $2,512 Avg Close — Range —
Q2 2023
Shares 7,134 Value ($000) $3,142 Avg Close — Range —
Q1 2023
Shares 7,660 Value ($000) $3,106 Avg Close — Range —
Q4 2022
Shares 11,902 Value ($000) $4,591 Avg Close — Range —
Q3 2022
Shares 13,319 Value ($000) $4,851 Avg Close — Range —
Q2 2022
Shares 13,828 Value ($000) $5,287 Avg Close — Range —
Q1 2022
Shares 11,752 Value ($000) $5,297 Avg Close — Range —
Q4 2021
Shares 10,988 Value ($000) $5,271 Avg Close — Range —
Q3 2021
Shares 9,951 Value ($000) $4,341 Avg Close — Range —
Q2 2021
Shares 7,661 Value ($000) $3,290 Avg Close — Range —
Q1 2020
Shares 2,780 Value ($000) $729 Avg Close — Range —