ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SOFI WEALTH, LLC's Holding History (CIK: 0001925582)

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

Q4 2025
Shares 330,274 Value ($000) $226,218 Avg Close — Range —
Q3 2025
Shares 315,252 Value ($000) $210,998 Avg Close — Range —
Q2 2025
Shares 339,733 Value ($000) $210,940 Avg Close — Range —
Q1 2025
Shares 320,156 Value ($000) $179,895 Avg Close — Range —
Q4 2024
Shares 6,362 Value ($000) $3,745 Avg Close — Range —