ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Beacon Wealthcare LLC's Holding History (CIK: 0001849336)

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

Q4 2025
Shares 662 Value ($000) $453 Avg Close — Range —
Q3 2025
Shares 762 Value ($000) $510 Avg Close — Range —
Q2 2025
Shares 612 Value ($000) $380 Avg Close — Range —
Q1 2025
Shares 603 Value ($000) $339 Avg Close — Range —
Q4 2024
Shares 603 Value ($000) $355 Avg Close — Range —
Q3 2024
Shares 638 Value ($000) $368 Avg Close — Range —
Q2 2024
Shares 603 Value ($000) $330 Avg Close — Range —
Q1 2024
Shares 603 Value ($000) $317 Avg Close — Range —
Q4 2023
Shares 555 Value ($000) $265 Avg Close — Range —
Q3 2023
Shares 555 Value ($000) $238 Avg Close — Range —
Q2 2023
Shares 555 Value ($000) $247 Avg Close — Range —
Q1 2023
Shares 555 Value ($000) $228 Avg Close — Range —
Q4 2022
Shares 555 Value ($000) $213 Avg Close — Range —
Q3 2022
Shares 620 Value ($000) $222 Avg Close — Range —
Q2 2022
Shares 620 Value ($000) $235 Avg Close — Range —
Q1 2022
Shares 620 Value ($000) $281 Avg Close — Range —
Q4 2021
Shares 620 Value ($000) $296 Avg Close — Range —