ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Level Financial Advisors, Inc.'s Holding History (CIK: 0001871734)

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

Q4 2025
Shares 916 Value ($000) $627 Avg Close — Range —
Q3 2025
Shares 896 Value ($000) $599 Avg Close — Range —
Q2 2025
Shares 930 Value ($000) $578 Avg Close — Range —
Q1 2025
Shares 930 Value ($000) $523 Avg Close — Range —
Q4 2023
Shares 42 Value ($000) $20 Avg Close — Range —
Q3 2023
Shares 42 Value ($000) $18 Avg Close — Range —
Q2 2023
Shares 42 Value ($000) $19 Avg Close — Range —
Q1 2023
Shares 42 Value ($000) $17 Avg Close — Range —
Q4 2022
Shares 42 Value ($000) $16 Avg Close — Range —
Q3 2022
Shares 42 Value ($000) $15 Avg Close — Range —
Q2 2022
Shares 309 Value ($000) $117 Avg Close — Range —
Q1 2022
Shares 309 Value ($000) $140 Avg Close — Range —
Q4 2021
Shares 309 Value ($000) $147 Avg Close — Range —