ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Private Wealth Asset Management, LLC's Holding History (CIK: 0001883006)

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

Q4 2025
Shares 142,321 Value ($000) $97,482 Avg Close Range
Q3 2025
Shares 137,186 Value ($000) $91,819 Avg Close Range
Q2 2025
Shares 67,300 Value ($000) $41,786 Avg Close Range
Q1 2025
Shares 60,689 Value ($000) $34,101 Avg Close Range