ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Marshall Financial Group LLC's Holding History (CIK: 0001841496)

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

Q4 2025
Shares 1,715 Value ($000) $1,175 Avg Close — Range —
Q3 2025
Shares 1,715 Value ($000) $1,148 Avg Close — Range —
Q2 2025
Shares 1,711 Value ($000) $1,067 Avg Close — Range —
Q1 2025
Shares 1,708 Value ($000) $960 Avg Close — Range —
Q4 2024
Shares 1,974 Value ($000) $1,162 Avg Close — Range —
Q3 2024
Shares 1,985 Value ($000) $1,145 Avg Close — Range —
Q2 2024
Shares 894 Value ($000) $489 Avg Close — Range —
Q1 2024
Shares 784 Value ($000) $412 Avg Close — Range —
Q4 2023
Shares 1,788 Value ($000) $854 Avg Close — Range —
Q3 2023
Shares 2,265 Value ($000) $973 Avg Close — Range —
Q1 2022
Shares 1,963 Value ($000) $891 Avg Close — Range —