ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Great Diamond Partners, LLC's Holding History (CIK: 0001801112)

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

Q4 2025
Shares 642 Value ($000) $440 Avg Close — Range —
Q3 2025
Shares 647 Value ($000) $433 Avg Close — Range —
Q2 2025
Shares 647 Value ($000) $402 Avg Close — Range —
Q1 2024
Shares 486 Value ($000) $256 Avg Close — Range —
Q4 2023
Shares 1,018 Value ($000) $486 Avg Close — Range —
Q3 2023
Shares 1,018 Value ($000) $437 Avg Close — Range —
Q4 2021
Shares 454 Value ($000) $216 Avg Close — Range —