ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 18,950 Value ($000) $12,980 Avg Close — Range —
Q3 2025
Shares 17,123 Value ($000) $11,461 Avg Close — Range —
Q2 2025
Shares 15,668 Value ($000) $9,728 Avg Close — Range —
Q1 2025
Shares 24,145 Value ($000) $13,567 Avg Close — Range —
Q4 2024
Shares 24,078 Value ($000) $14,174 Avg Close — Range —
Q3 2024
Shares 29,915 Value ($000) $17,256 Avg Close — Range —
Q2 2024
Shares 28,364 Value ($000) $15,521 Avg Close — Range —
Q1 2024
Shares 26,756 Value ($000) $14,067 Avg Close — Range —
Q4 2023
Shares 29,322 Value ($000) $14,005 Avg Close — Range —
Q3 2023
Shares 21,694 Value ($000) $9,316 Avg Close — Range —
Q2 2023
Shares 15,509 Value ($000) $6,912 Avg Close — Range —
Q1 2023
Shares 15,334 Value ($000) $6,303 Avg Close — Range —
Q4 2022
Shares 14,150 Value ($000) $5,436 Avg Close — Range —