ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Capasso Planning Partners LLC's Holding History (CIK: 0001911938)

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

Q2 2025
Shares 332 Value ($000) $206 Avg Close — Range —
Q1 2025
Shares 580 Value ($000) $326 Avg Close — Range —
Q4 2024
Shares 584 Value ($000) $344 Avg Close — Range —
Q3 2024
Shares 874 Value ($000) $504 Avg Close — Range —
Q2 2024
Shares 868 Value ($000) $475 Avg Close — Range —
Q1 2024
Shares 820 Value ($000) $431 Avg Close — Range —
Q4 2023
Shares 864 Value ($000) $413 Avg Close — Range —
Q3 2023
Shares 670 Value ($000) $288 Avg Close — Range —
Q2 2023
Shares 667 Value ($000) $297 Avg Close — Range —
Q1 2023
Shares 666 Value ($000) $274 Avg Close — Range —
Q4 2022
Shares 666 Value ($000) $256 Avg Close — Range —
Q3 2022
Shares 665 Value ($000) $238 Avg Close — Range —
Q2 2022
Shares 1,558 Value ($000) $591 Avg Close — Range —
Q1 2022
Shares 663 Value ($000) $301 Avg Close — Range —
Q4 2021
Shares 940 Value ($000) $448 Avg Close — Range —