ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 97 Value ($000) $67 Avg Close — Range —
Q3 2025
Shares 238 Value ($000) $160 Avg Close — Range —
Q2 2025
Shares 243 Value ($000) $151 Avg Close — Range —
Q1 2025
Shares 237 Value ($000) $134 Avg Close — Range —