ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

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

Q4 2025
Shares 2,094 Value ($000) $1,434 Avg Close — Range —
Q3 2025
Shares 3,579 Value ($000) $2,395 Avg Close — Range —
Q2 2025
Shares 4,891 Value ($000) $3,037 Avg Close — Range —
Q1 2025
Shares 4,891 Value ($000) $2,748 Avg Close — Range —
Q4 2024
Shares 5,300 Value ($000) $3,120 Avg Close — Range —
Q3 2024
Shares 5,630 Value ($000) $3,247 Avg Close — Range —
Q2 2024
Shares 5,630 Value ($000) $3,081 Avg Close — Range —
Q1 2024
Shares 5,630 Value ($000) $2,960 Avg Close — Range —
Q4 2023
Shares 5,630 Value ($000) $2,689 Avg Close — Range —
Q3 2023
Shares 5,630 Value ($000) $2,418 Avg Close — Range —
Q2 2023
Shares 5,630 Value ($000) $2,509 Avg Close — Range —
Q1 2023
Shares 5,630 Value ($000) $2,314 Avg Close — Range —