ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Meredith Wealth Planning's Holding History (CIK: 0001956471)

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

Q4 2025
Shares 469 Value ($000) $321 Avg Close — Range —
Q3 2025
Shares 469 Value ($000) $314 Avg Close — Range —
Q2 2025
Shares 468 Value ($000) $290 Avg Close — Range —
Q1 2025
Shares 466 Value ($000) $262 Avg Close — Range —
Q4 2024
Shares 465 Value ($000) $274 Avg Close — Range —
Q3 2024
Shares 403 Value ($000) $232 Avg Close — Range —
Q2 2024
Shares 401 Value ($000) $219 Avg Close — Range —
Q1 2024
Shares 455 Value ($000) $239 Avg Close — Range —
Q4 2023
Shares 463 Value ($000) $221 Avg Close — Range —