ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

ADVOCATE GROUP LLC's Holding History (CIK: 0001853401)

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

Q4 2025
Shares 450 Value ($000) $308 Avg Close — Range —
Q3 2025
Shares 450 Value ($000) $301 Avg Close — Range —
Q2 2025
Shares 450 Value ($000) $279 Avg Close — Range —
Q1 2025
Shares 415 Value ($000) $233 Avg Close — Range —
Q4 2024
Shares 415 Value ($000) $244 Avg Close — Range —
Q3 2024
Shares 415 Value ($000) $239 Avg Close — Range —
Q2 2024
Shares 415 Value ($000) $227 Avg Close — Range —
Q1 2024
Shares 415 Value ($000) $218 Avg Close — Range —
Q4 2023
Shares 600 Value ($000) $287 Avg Close — Range —
Q3 2023
Shares 600 Value ($000) $258 Avg Close — Range —
Q2 2023
Shares 600 Value ($000) $267 Avg Close — Range —
Q1 2023
Shares 600 Value ($000) $247 Avg Close — Range —
Q4 2022
Shares 600 Value ($000) $231 Avg Close — Range —
Q3 2022
Shares 600 Value ($000) $215 Avg Close — Range —
Q2 2022
Shares 600 Value ($000) $227 Avg Close — Range —