ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025
Shares 1,128 Value ($000) $773 Avg Close — Range —
Q3 2025
Shares 590 Value ($000) $395 Avg Close — Range —
Q2 2025
Shares 548 Value ($000) $340 Avg Close — Range —
Q1 2025
Shares 486 Value ($000) $273 Avg Close — Range —
Q4 2024
Shares 541 Value ($000) $318 Avg Close — Range —
Q3 2024
Shares 556 Value ($000) $321 Avg Close — Range —
Q2 2024
Shares 385 Value ($000) $211 Avg Close — Range —
Q1 2024
Shares 537 Value ($000) $282 Avg Close — Range —