ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Westshore Wealth, LLC's Holding History (CIK: 0001806366)

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

Q4 2025
Shares 774 Value ($000) $530 Avg Close — Range —
Q3 2025
Shares 763 Value ($000) $511 Avg Close — Range —
Q2 2025
Shares 789 Value ($000) $490 Avg Close — Range —
Q1 2025
Shares 789 Value ($000) $443 Avg Close — Range —
Q4 2024
Shares 789 Value ($000) $464 Avg Close — Range —
Q3 2024
Shares 789 Value ($000) $455 Avg Close — Range —
Q2 2024
Shares 789 Value ($000) $432 Avg Close — Range —
Q1 2024
Shares 804 Value ($000) $423 Avg Close — Range —
Q4 2023
Shares 503 Value ($000) $240 Avg Close — Range —
Q3 2023
Shares 541 Value ($000) $232 Avg Close — Range —
Q2 2023
Shares 503 Value ($000) $224 Avg Close — Range —
Q1 2023
Shares 503 Value ($000) $207 Avg Close — Range —
Q2 2021
Shares 1,038 Value ($000) $446 Avg Close — Range —
Q1 2021
Shares 1,038 Value ($000) $413 Avg Close — Range —