ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

LMG Wealth Partners, LLC's Holding History (CIK: 0001965772)

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

Q4 2025
Shares 1,319 Value ($000) $903 Avg Close — Range —
Q3 2025
Shares 1,309 Value ($000) $876 Avg Close — Range —
Q2 2025
Shares 1,309 Value ($000) $813 Avg Close — Range —