ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Pinnacle Financial Group, LLC / IL's Holding History (CIK: 0001905962)

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

Q4 2025
Shares 675 Value ($000) $463 Avg Close — Range —
Q3 2025
Shares 675 Value ($000) $452 Avg Close — Range —
Q2 2025
Shares 684 Value ($000) $425 Avg Close — Range —
Q1 2025
Shares 895 Value ($000) $503 Avg Close — Range —
Q4 2024
Shares 965 Value ($000) $568 Avg Close — Range —
Q3 2024
Shares 756 Value ($000) $436 Avg Close — Range —
Q2 2024
Shares 803 Value ($000) $439 Avg Close — Range —
Q1 2024
Shares 803 Value ($000) $422 Avg Close — Range —
Q4 2023
Shares 984 Value ($000) $470 Avg Close — Range —
Q3 2023
Shares 984 Value ($000) $422 Avg Close — Range —
Q2 2023
Shares 1,021 Value ($000) $455 Avg Close — Range —
Q1 2023
Shares 1,220 Value ($000) $502 Avg Close — Range —
Q4 2022
Shares 1,322 Value ($000) $508 Avg Close — Range —
Q3 2022
Shares 1,103 Value ($000) $396 Avg Close — Range —
Q2 2022
Shares 1,103 Value ($000) $418 Avg Close — Range —
Q1 2022
Shares 1,152 Value ($000) $523 Avg Close — Range —
Q4 2021
Shares 1,171 Value ($000) $559 Avg Close — Range —