ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Secure Asset Management, LLC's Holding History (CIK: 0001800692)

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

Q4 2025
Shares 21,488 Value ($000) $14,718 Avg Close — Range —
Q3 2025
Shares 21,233 Value ($000) $14,265 Avg Close — Range —
Q2 2025
Shares 17,498 Value ($000) $10,864 Avg Close — Range —
Q1 2025
Shares 12,469 Value ($000) $7,006 Avg Close — Range —
Q4 2024
Shares 27,859 Value ($000) $16,400 Avg Close — Range —
Q3 2024
Shares 25,506 Value ($000) $14,712 Avg Close — Range —
Q2 2024
Shares 24,635 Value ($000) $13,481 Avg Close — Range —
Q1 2024
Shares 26,256 Value ($000) $13,804 Avg Close — Range —
Q4 2023
Shares 26,066 Value ($000) $12,450 Avg Close — Range —
Q3 2023
Shares 45,292 Value ($000) $19,450 Avg Close — Range —
Q2 2023
Shares 91,969 Value ($000) $40,991 Avg Close — Range —
Q1 2023
Shares 90,783 Value ($000) $37,319 Avg Close — Range —
Q4 2022
Shares 87,344 Value ($000) $33,559 Avg Close — Range —
Q3 2022
Shares 85,982 Value ($000) $30,837 Avg Close — Range —
Q2 2022
Shares 59,130 Value ($000) $22,419 Avg Close — Range —
Q1 2022
Shares 53,961 Value ($000) $24,481 Avg Close — Range —
Q4 2021
Shares 58,428 Value ($000) $27,870 Avg Close — Range —
Q3 2021
Shares 48,135 Value ($000) $20,738 Avg Close — Range —
Q2 2021
Shares 48,555 Value ($000) $20,875 Avg Close — Range —
Q1 2021
Shares 24,009 Value ($000) $9,551 Avg Close — Range —
Q4 2020
Shares 15,603 Value ($000) $5,857 Avg Close — Range —
Q3 2020
Shares 13,164 Value ($000) $4,424 Avg Close — Range —
Q2 2020
Shares 26,665 Value ($000) $8,258 Avg Close — Range —
Q1 2020
Shares 20,620 Value ($000) $5,328 Avg Close — Range —
Q4 2019
Shares 14,933 Value ($000) $4,827 Avg Close — Range —