ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Daner Wealth Management, LLC's Holding History (CIK: 0001956649)

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

Q4 2025
Shares 8,392 Value ($000) $5,834 Avg Close — Range —
Q3 2025
Shares 8,309 Value ($000) $5,548 Avg Close — Range —
Q2 2025
Shares 8,304 Value ($000) $5,362 Avg Close — Range —
Q4 2024
Shares 8,542 Value ($000) $5,193 Avg Close — Range —