ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

REGIMEN WEALTH, LLC's Holding History (CIK: 0001963863)

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

Q4 2025
Shares 4,509 Value ($000) $3,089 Avg Close Range
Q3 2025
Shares 4,524 Value ($000) $3,027 Avg Close Range
Q2 2025
Shares 4,565 Value ($000) $2,834 Avg Close Range
Q1 2025
Shares 11,074 Value ($000) $6,226 Avg Close Range
Q4 2024
Shares 11,225 Value ($000) $6,601 Avg Close Range
Q3 2024
Shares 15,482 Value ($000) $8,930 Avg Close Range
Q2 2024
Shares 15,553 Value ($000) $8,510 Avg Close Range
Q1 2024
Shares 22,713 Value ($000) $11,941 Avg Close Range
Q4 2023
Shares 23,161 Value ($000) $11,062 Avg Close Range
Q3 2023
Shares 20,774 Value ($000) $8,921 Avg Close Range
Q2 2023
Shares 17,582 Value ($000) $7,837 Avg Close Range
Q1 2023
Shares 16,560 Value ($000) $6,923 Avg Close Range
Q4 2022
Shares 15,973 Value ($000) $6,128 Avg Close Range