ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Commonwealth Retirement Investments LLC's Holding History (CIK: 0001963787)

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

Q4 2025
Shares 9,122 Value ($000) $6,248 Avg Close — Range —
Q3 2025
Shares 8,571 Value ($000) $5,736 Avg Close — Range —
Q2 2025
Shares 8,515 Value ($000) $5,287 Avg Close — Range —
Q1 2025
Shares 14,233 Value ($000) $7,997 Avg Close — Range —
Q4 2024
Shares 14,519 Value ($000) $8,547 Avg Close — Range —
Q3 2024
Shares 15,927 Value ($000) $9,187 Avg Close — Range —
Q2 2024
Shares 15,753 Value ($000) $8,620 Avg Close — Range —
Q1 2024
Shares 16,932 Value ($000) $8,902 Avg Close — Range —
Q4 2023
Shares 18,990 Value ($000) $9,070 Avg Close — Range —
Q3 2023
Shares 18,155 Value ($000) $7,796 Avg Close — Range —
Q2 2023
Shares 16,052 Value ($000) $7,154 Avg Close — Range —
Q1 2023
Shares 16,134 Value ($000) $6,632 Avg Close — Range —
Q4 2022
Shares 15,765 Value ($000) $6,057 Avg Close — Range —