ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

MBL Wealth, LLC's Holding History (CIK: 0001845785)

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

Q4 2025
Shares 2,141 Value ($000) $1,466 Avg Close — Range —
Q3 2025
Shares 2,141 Value ($000) $1,433 Avg Close — Range —
Q2 2025
Shares 2,207 Value ($000) $1,370 Avg Close — Range —
Q1 2025
Shares 2,127 Value ($000) $1,195 Avg Close — Range —
Q4 2024
Shares 1,932 Value ($000) $1,137 Avg Close — Range —
Q3 2024
Shares 1,932 Value ($000) $1,114 Avg Close — Range —
Q2 2024
Shares 1,932 Value ($000) $1,057 Avg Close — Range —
Q1 2024
Shares 1,881 Value ($000) $989 Avg Close — Range —
Q4 2023
Shares 1,881 Value ($000) $898 Avg Close — Range —
Q3 2023
Shares 1,794 Value ($000) $770 Avg Close — Range —
Q2 2023
Shares 1,497 Value ($000) $667 Avg Close — Range —
Q1 2023
Shares 1,497 Value ($000) $615 Avg Close — Range —
Q4 2022
Shares 1,567 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 1,437 Value ($000) $1 Avg Close — Range —
Q2 2022
Shares 3,017 Value ($000) $1 Avg Close — Range —
Q1 2022
Shares 3,252 Value ($000) $1,475 Avg Close — Range —
Q3 2021
Shares 5,088 Value ($000) $2,192 Avg Close — Range —
Q1 2021
Shares 3,691 Value ($000) $1,468 Avg Close — Range —
Q4 2020
Shares 1,172 Value ($000) $440 Avg Close — Range —