ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Carson Advisory Inc.'s Holding History (CIK: 0001909304)

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

Q4 2025
Shares 591 Value ($000) $405 Avg Close — Range —
Q3 2025
Shares 608 Value ($000) $407 Avg Close — Range —
Q2 2025
Shares 596 Value ($000) $370 Avg Close — Range —
Q1 2025
Shares 641 Value ($000) $360 Avg Close — Range —
Q4 2024
Shares 641 Value ($000) $377 Avg Close — Range —
Q3 2024
Shares 1,305 Value ($000) $753 Avg Close — Range —
Q2 2024
Shares 1,293 Value ($000) $707 Avg Close — Range —
Q1 2024
Shares 1,416 Value ($000) $745 Avg Close — Range —
Q4 2023
Shares 1,377 Value ($000) $658 Avg Close — Range —
Q3 2023
Shares 1,538 Value ($000) $660 Avg Close — Range —
Q2 2023
Shares 1,558 Value ($000) $694 Avg Close — Range —
Q1 2023
Shares 1,628 Value ($000) $669 Avg Close — Range —
Q4 2022
Shares 1,636 Value ($000) $629 Avg Close — Range —
Q3 2022
Shares 1,643 Value ($000) $589 Avg Close — Range —
Q2 2022
Shares 1,612 Value ($000) $611 Avg Close — Range —
Q1 2022
Shares 1,583 Value ($000) $718 Avg Close — Range —
Q4 2021
Shares 1,361 Value ($000) $649 Avg Close — Range —