ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Beaird Harris Wealth Management, LLC's Holding History (CIK: 0001908938)

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

Q4 2025
Shares 20,736 Value ($000) $14,203 Avg Close — Range —
Q3 2025
Shares 20,044 Value ($000) $13,416 Avg Close — Range —
Q2 2025
Shares 20,621 Value ($000) $12,804 Avg Close — Range —
Q1 2025
Shares 19,104 Value ($000) $10,735 Avg Close — Range —
Q4 2024
Shares 19,560 Value ($000) $11,515 Avg Close — Range —
Q3 2024
Shares 19,105 Value ($000) $11,020 Avg Close — Range —
Q2 2024
Shares 18,635 Value ($000) $10,198 Avg Close — Range —
Q1 2024
Shares 18,854 Value ($000) $9,912 Avg Close — Range —
Q4 2023
Shares 20,004 Value ($000) $9,554 Avg Close — Range —
Q3 2023
Shares 19,791 Value ($000) $8,499 Avg Close — Range —
Q2 2023
Shares 19,912 Value ($000) $8,875 Avg Close — Range —
Q1 2023
Shares 20,638 Value ($000) $8,484 Avg Close — Range —
Q4 2022
Shares 24,755 Value ($000) $9,511 Avg Close — Range —
Q3 2022
Shares 18,427 Value ($000) $6,609 Avg Close — Range —
Q2 2022
Shares 6,292 Value ($000) $2,386 Avg Close — Range —
Q1 2022
Shares 2,023 Value ($000) $918 Avg Close — Range —
Q4 2021
Shares 1,784 Value ($000) $851 Avg Close — Range —