ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Carmel Capital Partners, LLC's Holding History (CIK: 0001900481)

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

Q4 2025
Shares 974 Value ($000) $667 Avg Close — Range —
Q3 2025
Shares 360 Value ($000) $241 Avg Close — Range —
Q2 2025
Shares 360 Value ($000) $224 Avg Close — Range —
Q1 2025
Shares 360 Value ($000) $202 Avg Close — Range —
Q4 2024
Shares 360 Value ($000) $212 Avg Close — Range —
Q3 2024
Shares 360 Value ($000) $208 Avg Close — Range —
Q3 2023
Shares 421 Value ($000) $181 Avg Close — Range —
Q2 2023
Shares 425 Value ($000) $189 Avg Close — Range —
Q1 2023
Shares 425 Value ($000) $175 Avg Close — Range —