ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Joule Financial, LLC's Holding History (CIK: 0001929070)

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

Q4 2025
Shares 1,463 Value ($000) $1,002 Avg Close — Range —
Q3 2025
Shares 1,463 Value ($000) $979 Avg Close — Range —
Q2 2025
Shares 1,988 Value ($000) $1,234 Avg Close — Range —
Q1 2025
Shares 1,988 Value ($000) $1,117 Avg Close — Range —
Q4 2024
Shares 1,988 Value ($000) $1,170 Avg Close — Range —
Q3 2024
Shares 1,816 Value ($000) $1,048 Avg Close — Range —
Q2 2024
Shares 1,767 Value ($000) $967 Avg Close — Range —
Q1 2024
Shares 1,767 Value ($000) $929 Avg Close — Range —
Q4 2023
Shares 1,818 Value ($000) $868 Avg Close — Range —
Q3 2023
Shares 2,342 Value ($000) $1,010 Avg Close — Range —
Q2 2023
Shares 1,271 Value ($000) $567 Avg Close — Range —
Q1 2023
Shares 1,300 Value ($000) $534 Avg Close — Range —
Q4 2022
Shares 1,274 Value ($000) $490 Avg Close — Range —
Q3 2022
Shares 1,140 Value ($000) $409 Avg Close — Range —
Q2 2022
Shares 1,140 Value ($000) $432 Avg Close — Range —