ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

My Personal CFO, LLC's Holding History (CIK: 0001916366)

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

Q4 2025
Shares 3,093 Value ($000) $2,118 Avg Close — Range —
Q3 2025
Shares 20,361 Value ($000) $13,628 Avg Close — Range —
Q2 2025
Shares 3,275 Value ($000) $2,034 Avg Close — Range —
Q1 2025
Shares 3,277 Value ($000) $1,841 Avg Close — Range —
Q4 2024
Shares 3,271 Value ($000) $1,926 Avg Close — Range —
Q3 2024
Shares 3,354 Value ($000) $1,935 Avg Close — Range —
Q2 2024
Shares 3,196 Value ($000) $1,749 Avg Close — Range —
Q1 2024
Shares 3,098 Value ($000) $1,629 Avg Close — Range —
Q4 2023
Shares 3,131 Value ($000) $1,495 Avg Close — Range —
Q3 2023
Shares 3,123 Value ($000) $1,341 Avg Close — Range —
Q2 2023
Shares 3,123 Value ($000) $1,392 Avg Close — Range —
Q1 2023
Shares 3,149 Value ($000) $1,294 Avg Close — Range —
Q4 2022
Shares 1,027 Value ($000) $1,208 Avg Close — Range —
Q3 2022
Shares 1,027 Value ($000) $1,156 Avg Close — Range —
Q2 2022
Shares 2,479 Value ($000) $940 Avg Close — Range —
Q1 2022
Shares 2,441 Value ($000) $1,107 Avg Close — Range —
Q4 2021
Shares 2,104 Value ($000) $1,004 Avg Close — Range —