ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

CYPRESS FINANCIAL PLANNING LLC's Holding History (CIK: 0001937021)

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

Q4 2025
Shares 51,050 Value ($000) $35,221 Avg Close — Range —
Q3 2025
Shares 50,816 Value ($000) $34,011 Avg Close — Range —
Q2 2025
Shares 51,819 Value ($000) $32,175 Avg Close — Range —
Q1 2025
Shares 50,275 Value ($000) $28,249 Avg Close — Range —
Q4 2024
Shares 55,422 Value ($000) $32,626 Avg Close — Range —
Q3 2024
Shares 56,392 Value ($000) $32,528 Avg Close — Range —
Q2 2024
Shares 60,006 Value ($000) $32,837 Avg Close — Range —
Q1 2024
Shares 59,043 Value ($000) $31,041 Avg Close — Range —
Q4 2023
Shares 37,490 Value ($000) $17,604 Avg Close — Range —
Q3 2023
Shares 59,184 Value ($000) $25,415 Avg Close — Range —
Q2 2023
Shares 62,751 Value ($000) $28,009 Avg Close — Range —
Q1 2023
Shares 62,691 Value ($000) $25,863 Avg Close — Range —
Q4 2022
Shares 59,650 Value ($000) $22,818 Avg Close — Range —
Q3 2022
Shares 59,008 Value ($000) $21,163 Avg Close — Range —
Q2 2022
Shares 55,241 Value ($000) $20,945 Avg Close — Range —