ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Nvest Financial, LLC's Holding History (CIK: 0001915315)

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

Q4 2025
Shares 1,797 Value ($000) $1,231 Avg Close — Range —
Q3 2025
Shares 1,409 Value ($000) $943 Avg Close — Range —
Q2 2025
Shares 1,806 Value ($000) $1,121 Avg Close — Range —
Q1 2025
Shares 1,955 Value ($000) $1,098 Avg Close — Range —
Q4 2024
Shares 2,006 Value ($000) $1,181 Avg Close — Range —