ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025
Shares 10,302 Value ($000) $7,057 Avg Close — Range —
Q3 2025
Shares 8,856 Value ($000) $5,928 Avg Close — Range —
Q2 2025
Shares 8,950 Value ($000) $5,557 Avg Close — Range —
Q1 2025
Shares 10,473 Value ($000) $5,858 Avg Close — Range —
Q4 2024
Shares 10,724 Value ($000) $6,313 Avg Close — Range —
Q3 2024
Shares 925 Value ($000) $534 Avg Close — Range —
Q2 2024
Shares 642 Value ($000) $351 Avg Close — Range —
Q1 2024
Shares 489 Value ($000) $257 Avg Close — Range —
Q3 2023
Shares 804 Value ($000) $345 Avg Close — Range —
Q2 2023
Shares 544 Value ($000) $242 Avg Close — Range —
Q4 2022
Shares 1,020 Value ($000) $392 Avg Close — Range —
Q4 2021
Shares 707 Value ($000) $337 Avg Close — Range —