ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Seaside Wealth Management, Inc.'s Holding History (CIK: 0001929977)

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

Q4 2025
Shares 1,004 Value ($000) $688 Avg Close — Range —
Q3 2025
Shares 1,003 Value ($000) $671 Avg Close — Range —
Q2 2025
Shares 1,003 Value ($000) $623 Avg Close — Range —
Q1 2025
Shares 1,506 Value ($000) $846 Avg Close — Range —
Q4 2024
Shares 1,449 Value ($000) $853 Avg Close — Range —
Q3 2024
Shares 1,405 Value ($000) $810 Avg Close — Range —
Q2 2024
Shares 1,435 Value ($000) $786 Avg Close — Range —
Q1 2024
Shares 1,445 Value ($000) $760 Avg Close — Range —
Q4 2023
Shares 1,687 Value ($000) $806 Avg Close — Range —
Q3 2023
Shares 1,602 Value ($000) $688 Avg Close — Range —
Q2 2023
Shares 1,602 Value ($000) $714 Avg Close — Range —
Q1 2023
Shares 2,682 Value ($000) $1,103 Avg Close — Range —
Q4 2022
Shares 2,682 Value ($000) $1,030 Avg Close — Range —
Q3 2022
Shares 2,807 Value ($000) $1,089 Avg Close — Range —
Q2 2022
Shares 2,882 Value ($000) $1,195 Avg Close — Range —