ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

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

Q4 2025

Shares 325 Value ($000) $223 Avg Close — Range —

Q3 2023

Shares 582 Value ($000) $250 Avg Close — Range —

Q2 2023

Shares 582 Value ($000) $259 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	325	$223	—	—
Q3 2023	582	$250	—	—
Q2 2023	582	$259	—	—