ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Helen Stephens Group, LLC's Holding History (CIK: 0001895252)

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

Q4 2025
Shares 1,716 Value ($000) $1,175 Avg Close Range
Q3 2025
Shares 1,708 Value ($000) $1,143 Avg Close Range
Q2 2025
Shares 1,698 Value ($000) $1,054 Avg Close Range
Q1 2025
Shares 1,682 Value ($000) $945 Avg Close Range
Q4 2024
Shares 1,677 Value ($000) $987 Avg Close Range
Q3 2024
Shares 1,687 Value ($000) $973 Avg Close Range
Q2 2024
Shares 1,680 Value ($000) $919 Avg Close Range
Q4 2023
Shares 494 Value ($000) $236 Avg Close Range