ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001812177)

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

Q4 2025
Shares 4,442 Value ($000) $3,043 Avg Close — Range —
Q3 2025
Shares 4,439 Value ($000) $2,971 Avg Close — Range —
Q2 2025
Shares 4,588 Value ($000) $2,848 Avg Close — Range —
Q1 2025
Shares 5,526 Value ($000) $3,105 Avg Close — Range —
Q4 2024
Shares 5,339 Value ($000) $3,143 Avg Close — Range —
Q3 2024
Shares 5,161 Value ($000) $2,977 Avg Close — Range —
Q2 2024
Shares 5,027 Value ($000) $2,751 Avg Close — Range —
Q1 2024
Shares 4,688 Value ($000) $2,465 Avg Close — Range —
Q4 2023
Shares 4,278 Value ($000) $2,043 Avg Close — Range —
Q3 2023
Shares 4,187 Value ($000) $1,798 Avg Close — Range —
Q2 2023
Shares 4,062 Value ($000) $1,810 Avg Close — Range —
Q1 2023
Shares 3,720 Value ($000) $1,529 Avg Close — Range —
Q4 2022
Shares 3,498 Value ($000) $1,344 Avg Close — Range —
Q3 2022
Shares 3,441 Value ($000) $1,234 Avg Close — Range —
Q2 2022
Shares 3,333 Value ($000) $1,264 Avg Close — Range —
Q1 2022
Shares 3,022 Value ($000) $1,371 Avg Close — Range —
Q4 2021
Shares 3,688 Value ($000) $1,759 Avg Close — Range —
Q3 2021
Shares 2,353 Value ($000) $1,014 Avg Close — Range —
Q2 2021
Shares 3,210 Value ($000) $1,380 Avg Close — Range —
Q1 2021
Shares 3,146 Value ($000) $1,252 Avg Close — Range —
Q4 2020
Shares 2,015 Value ($000) $756 Avg Close — Range —
Q3 2020
Shares 1,872 Value ($000) $629 Avg Close — Range —
Q2 2020
Shares 1,898 Value ($000) $588 Avg Close — Range —
Q1 2020
Shares 1,641 Value ($000) $424 Avg Close — Range —
Q4 2019
Shares 1,634 Value ($000) $528 Avg Close — Range —