ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Schwallier Wealth Management LLC's Holding History (CIK: 0001934951)

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

Q4 2025
Shares 408 Value ($000) $283 Avg Close — Range —
Q3 2025
Shares 406 Value ($000) $272 Avg Close — Range —
Q2 2025
Shares 405 Value ($000) $252 Avg Close — Range —