ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Houlihan Financial Resource Group, Ltd.'s Holding History (CIK: 0001802879)

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

Q4 2025
Shares 10,316 Value ($000) $7,121 Avg Close — Range —
Q3 2025
Shares 5,385 Value ($000) $3,604 Avg Close — Range —
Q2 2025
Shares 10,357 Value ($000) $7 Avg Close — Range —
Q1 2025
Shares 10,502 Value ($000) $6 Avg Close — Range —
Q4 2024
Shares 10,500 Value ($000) $6 Avg Close — Range —
Q3 2024
Shares 10,628 Value ($000) $6 Avg Close — Range —
Q1 2024
Shares 10,666 Value ($000) $6 Avg Close — Range —
Q4 2023
Shares 10,689 Value ($000) $5 Avg Close — Range —
Q3 2023
Shares 10,688 Value ($000) $5 Avg Close — Range —
Q1 2023
Shares 10,685 Value ($000) $4 Avg Close — Range —
Q4 2022
Shares 10,789 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 10,787 Value ($000) $4,064 Avg Close — Range —
Q3 2020
Shares 11,248 Value ($000) $4,026 Avg Close — Range —
Q1 2020
Shares 11,283 Value ($000) $2,916 Avg Close — Range —
Q4 2019
Shares 11,383 Value ($000) $3,680 Avg Close — Range —