ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Ethos Financial Group, LLC's Holding History (CIK: 0001954242)

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

Q4 2025
Shares 14,100 Value ($000) $9,658 Avg Close — Range —
Q3 2025
Shares 13,889 Value ($000) $9,296 Avg Close — Range —
Q2 2025
Shares 12,963 Value ($000) $8,049 Avg Close — Range —
Q1 2025
Shares 13,329 Value ($000) $7,789 Avg Close — Range —
Q4 2024
Shares 13,466 Value ($000) $7,927 Avg Close — Range —
Q3 2024
Shares 10,966 Value ($000) $6,325 Avg Close — Range —
Q2 2024
Shares 10,743 Value ($000) $6 Avg Close — Range —
Q1 2024
Shares 9,860 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 9,740 Value ($000) $5 Avg Close — Range —
Q3 2023
Shares 8,908 Value ($000) $3,843 Avg Close — Range —
Q2 2023
Shares 8,134 Value ($000) $3,344 Avg Close — Range —
Q1 2023
Shares 8,134 Value ($000) $3,344 Avg Close — Range —
Q4 2022
Shares 7,943 Value ($000) $3,052 Avg Close — Range —