ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 90,809 Value ($000) $62,198 Avg Close — Range —
Q3 2025
Shares 90,980 Value ($000) $60,893 Avg Close — Range —
Q2 2025
Shares 97,124 Value ($000) $60,304 Avg Close — Range —
Q1 2025
Shares 93,353 Value ($000) $52,455 Avg Close — Range —
Q4 2024
Shares 92,962 Value ($000) $54,725 Avg Close — Range —
Q3 2024
Shares 94,346 Value ($000) $54,421 Avg Close — Range —
Q2 2024
Shares 94,601 Value ($000) $51,768 Avg Close — Range —
Q1 2024
Shares 92,851 Value ($000) $48,814 Avg Close — Range —
Q4 2023
Shares 68,637 Value ($000) $32,783 Avg Close — Range —
Q3 2023
Shares 69,030 Value ($000) $29,643 Avg Close — Range —
Q2 2023
Shares 67,549 Value ($000) $30,107 Avg Close — Range —
Q1 2023
Shares 70,353 Value ($000) $28,921 Avg Close — Range —
Q4 2022
Shares 73,635 Value ($000) $28,291 Avg Close — Range —