ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Laurel Wealth Planning LLC's Holding History (CIK: 0001842010)

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

Q4 2025
Shares 6,070 Value ($000) $4,158 Avg Close — Range —
Q3 2025
Shares 7,868 Value ($000) $5,266 Avg Close — Range —
Q2 2025
Shares 9,025 Value ($000) $5,604 Avg Close — Range —
Q1 2025
Shares 4,769 Value ($000) $2,680 Avg Close — Range —
Q4 2024
Shares 4,774 Value ($000) $3 Avg Close — Range —
Q3 2024
Shares 5,079 Value ($000) $3 Avg Close — Range —
Q2 2024
Shares 5,157 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 5,216 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 5,574 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 6,133 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 6,607 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 6,777 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 8,087 Value ($000) $3,107 Avg Close — Range —
Q3 2022
Shares 7,987 Value ($000) $2,865 Avg Close — Range —
Q2 2022
Shares 8,022 Value ($000) $3,042 Avg Close — Range —
Q1 2022
Shares 8,423 Value ($000) $3,822 Avg Close — Range —
Q4 2021
Shares 9,033 Value ($000) $4,309 Avg Close — Range —
Q3 2021
Shares 10,783 Value ($000) $4,646 Avg Close — Range —
Q2 2021
Shares 11,069 Value ($000) $4,759 Avg Close — Range —
Q1 2021
Shares 12,369 Value ($000) $4,921 Avg Close — Range —
Q4 2020
Shares 14,455 Value ($000) $5,426 Avg Close — Range —