ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Ipsen Advisor Group LLC's Holding History (CIK: 0001964922)

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

Q4 2025
Shares 829 Value ($000) $568 Avg Close — Range —
Q3 2025
Shares 999 Value ($000) $668 Avg Close — Range —
Q2 2025
Shares 996 Value ($000) $618 Avg Close — Range —
Q1 2025
Shares 993 Value ($000) $558 Avg Close — Range —
Q4 2024
Shares 992 Value ($000) $584 Avg Close — Range —
Q4 2022
Shares 1,297 Value ($000) $498 Avg Close — Range —