ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Highland Financial Advisors, LLC's Holding History (CIK: 0001939237)

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

Q4 2025
Shares 832 Value ($000) $570 Avg Close — Range —
Q3 2025
Shares 828 Value ($000) $554 Avg Close — Range —
Q2 2025
Shares 684 Value ($000) $425 Avg Close — Range —
Q1 2025
Shares 684 Value ($000) $384 Avg Close — Range —
Q4 2024
Shares 684 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 559 Value ($000) $0 Avg Close — Range —