ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 887 Value ($000) $607 Avg Close — Range —
Q3 2025
Shares 887 Value ($000) $594 Avg Close — Range —
Q2 2025
Shares 889 Value ($000) $552 Avg Close — Range —
Q1 2025
Shares 887 Value ($000) $498 Avg Close — Range —
Q4 2024
Shares 887 Value ($000) $522 Avg Close — Range —
Q3 2024
Shares 887 Value ($000) $512 Avg Close — Range —
Q2 2024
Shares 902 Value ($000) $493 Avg Close — Range —
Q1 2024
Shares 855 Value ($000) $449 Avg Close — Range —
Q4 2023
Shares 883 Value ($000) $422 Avg Close — Range —
Q3 2023
Shares 913 Value ($000) $392 Avg Close — Range —
Q2 2023
Shares 928 Value ($000) $414 Avg Close — Range —
Q1 2023
Shares 962 Value ($000) $395 Avg Close — Range —
Q4 2022
Shares 979 Value ($000) $376 Avg Close — Range —