ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Walker Financial Services, Inc.'s Holding History (CIK: 0001965479)

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

Q4 2025
Shares 490 Value ($000) $336 Avg Close — Range —
Q3 2025
Shares 509 Value ($000) $340 Avg Close — Range —
Q2 2025
Shares 489 Value ($000) $303 Avg Close — Range —
Q1 2025
Shares 489 Value ($000) $275 Avg Close — Range —
Q4 2024
Shares 488 Value ($000) $288 Avg Close — Range —
Q3 2024
Shares 489 Value ($000) $282 Avg Close — Range —
Q2 2024
Shares 489 Value ($000) $267 Avg Close — Range —
Q1 2024
Shares 505 Value ($000) $265 Avg Close — Range —