ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SAGE PRIVATE WEALTH GROUP, LLC's Holding History (CIK: 0001845635)

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

Q4 2025
Shares 799 Value ($000) $547 Avg Close — Range —
Q3 2025
Shares 803 Value ($000) $537 Avg Close — Range —
Q2 2025
Shares 802 Value ($000) $498 Avg Close — Range —
Q1 2025
Shares 801 Value ($000) $451 Avg Close — Range —
Q4 2024
Shares 995 Value ($000) $586 Avg Close — Range —
Q3 2024
Shares 994 Value ($000) $574 Avg Close — Range —
Q2 2024
Shares 1,049 Value ($000) $575 Avg Close — Range —
Q1 2024
Shares 1,639 Value ($000) $862 Avg Close — Range —
Q4 2023
Shares 1,389 Value ($000) $664 Avg Close — Range —