ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

LEGACY FINANCIAL GROUP, INC.'s Holding History (CIK: 0001965579)

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

Q4 2025
Shares 2,134 Value ($000) $1,462 Avg Close — Range —
Q3 2025
Shares 2,132 Value ($000) $1,427 Avg Close — Range —
Q2 2025
Shares 2,115 Value ($000) $1,313 Avg Close — Range —
Q1 2025
Shares 1,289 Value ($000) $724 Avg Close — Range —
Q4 2024
Shares 1,391 Value ($000) $819 Avg Close — Range —
Q3 2024
Shares 1,388 Value ($000) $793 Avg Close — Range —
Q2 2024
Shares 1,340 Value ($000) $733 Avg Close — Range —
Q1 2024
Shares 1,335 Value ($000) $702 Avg Close — Range —
Q4 2023
Shares 1,245 Value ($000) $595 Avg Close — Range —
Q3 2023
Shares 1,206 Value ($000) $518 Avg Close — Range —
Q2 2023
Shares 1,225 Value ($000) $546 Avg Close — Range —
Q1 2023
Shares 1,034 Value ($000) $425 Avg Close — Range —
Q4 2022
Shares 1,034 Value ($000) $397 Avg Close — Range —