ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 4,514 Value ($000) $3,092 Avg Close — Range —
Q3 2025
Shares 4,580 Value ($000) $3,065 Avg Close — Range —
Q2 2025
Shares 4,610 Value ($000) $2,862 Avg Close — Range —
Q1 2025
Shares 5,041 Value ($000) $2,833 Avg Close — Range —
Q4 2024
Shares 2,254 Value ($000) $1,327 Avg Close — Range —
Q3 2024
Shares 1,529 Value ($000) $867 Avg Close — Range —
Q2 2024
Shares 1,667 Value ($000) $912 Avg Close — Range —
Q1 2024
Shares 1,383 Value ($000) $727 Avg Close — Range —
Q4 2023
Shares 1,550 Value ($000) $740 Avg Close — Range —
Q3 2023
Shares 1,637 Value ($000) $703 Avg Close — Range —
Q2 2023
Shares 1,807 Value ($000) $805 Avg Close — Range —
Q1 2023
Shares 1,869 Value ($000) $768 Avg Close — Range —
Q4 2022
Shares 2,236 Value ($000) $859 Avg Close — Range —
Q3 2022
Shares 2,473 Value ($000) $907 Avg Close — Range —
Q2 2022
Shares 2,378 Value ($000) $902 Avg Close — Range —
Q1 2022
Shares 2,196 Value ($000) $999 Avg Close — Range —
Q4 2021
Shares 2,363 Value ($000) $1,130 Avg Close — Range —