ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SATOVSKY ASSET MANAGEMENT LLC's Holding History (CIK: 0001807288)

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

Q4 2025
Shares 153,309 Value ($000) $105,007 Avg Close — Range —
Q3 2025
Shares 155,531 Value ($000) $104,097 Avg Close — Range —
Q2 2025
Shares 160,956 Value ($000) $99,937 Avg Close — Range —
Q1 2025
Shares 164,746 Value ($000) $92,305 Avg Close — Range —
Q4 2024
Shares 169,777 Value ($000) $99,651 Avg Close — Range —
Q3 2024
Shares 172,030 Value ($000) $99,230 Avg Close — Range —
Q2 2024
Shares 173,125 Value ($000) $94,739 Avg Close — Range —
Q1 2024
Shares 176,859 Value ($000) $92,970 Avg Close — Range —
Q4 2023
Shares 179,684 Value ($000) $85,822 Avg Close — Range —
Q3 2023
Shares 185,096 Value ($000) $79,486 Avg Close — Range —
Q2 2023
Shares 187,118 Value ($000) $83,400 Avg Close — Range —
Q1 2023
Shares 191,410 Value ($000) $78,685 Avg Close — Range —
Q4 2022
Shares 191,931 Value ($000) $73,742 Avg Close — Range —
Q3 2022
Shares 194,585 Value ($000) $69,788 Avg Close — Range —
Q2 2022
Shares 203,951 Value ($000) $77,328 Avg Close — Range —
Q1 2022
Shares 209,658 Value ($000) $95,067 Avg Close — Range —
Q4 2021
Shares 211,609 Value ($000) $100,936 Avg Close — Range —
Q3 2021
Shares 215,920 Value ($000) $93,023 Avg Close — Range —
Q2 2021
Shares 209,944 Value ($000) $90,409 Avg Close — Range —
Q1 2021
Shares 200,783 Value ($000) $79,938 Avg Close — Range —
Q4 2020
Shares 194,283 Value ($000) $73,172 Avg Close — Range —