ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Tower Wealth Partners, Inc.'s Holding History (CIK: 0001852808)

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

Q4 2025
Shares 452 Value ($000) $310 Avg Close — Range —
Q3 2025
Shares 452 Value ($000) $303 Avg Close — Range —
Q2 2025
Shares 438 Value ($000) $272 Avg Close — Range —
Q1 2025
Shares 438 Value ($000) $246 Avg Close — Range —
Q1 2022
Shares 2,647 Value ($000) $1,201 Avg Close — Range —
Q4 2021
Shares 2,727 Value ($000) $1,301 Avg Close — Range —
Q3 2021
Shares 2,720 Value ($000) $1,172 Avg Close — Range —
Q2 2021
Shares 2,647 Value ($000) $1,138 Avg Close — Range —
Q1 2021
Shares 2,763 Value ($000) $1,099 Avg Close — Range —
Q4 2020
Shares 13,768 Value ($000) $5,168 Avg Close — Range —