ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 39,658 Value ($000) $27,163 Avg Close — Range —
Q3 2025
Shares 39,920 Value ($000) $26,718 Avg Close — Range —
Q2 2025
Shares 39,628 Value ($000) $24,605 Avg Close — Range —
Q1 2025
Shares 39,312 Value ($000) $22,089 Avg Close — Range —
Q4 2024
Shares 39,374 Value ($000) $23,179 Avg Close — Range —
Q3 2024
Shares 39,940 Value ($000) $23,038 Avg Close — Range —
Q2 2024
Shares 39,981 Value ($000) $21,879 Avg Close — Range —
Q1 2024
Shares 40,047 Value ($000) $21,054 Avg Close — Range —
Q4 2023
Shares 41,263 Value ($000) $19,709 Avg Close — Range —
Q3 2023
Shares 41,681 Value ($000) $17,899 Avg Close — Range —
Q2 2023
Shares 41,871 Value ($000) $18,662 Avg Close — Range —
Q1 2023
Shares 42,224 Value ($000) $17,357 Avg Close — Range —
Q4 2022
Shares 41,615 Value ($000) $15,989 Avg Close — Range —
Q3 2022
Shares 30,087 Value ($000) $10,791 Avg Close — Range —
Q2 2022
Shares 28,375 Value ($000) $10,758 Avg Close — Range —
Q1 2022
Shares 31,337 Value ($000) $14,217 Avg Close — Range —
Q4 2021
Shares 23,850 Value ($000) $11,376 Avg Close — Range —
Q3 2021
Shares 23,930 Value ($000) $10,310 Avg Close — Range —
Q2 2021
Shares 24,394 Value ($000) $10,487 Avg Close — Range —
Q1 2021
Shares 24,643 Value ($000) $9,804 Avg Close — Range —
Q4 2020
Shares 25,106 Value ($000) $9,424 Avg Close — Range —