ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BEACON FINANCIAL PLANNING, INC's Holding History (CIK: 0001966066)

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

Q4 2025
Shares 48,963 Value ($000) $33,537 Avg Close — Range —
Q3 2025
Shares 49,415 Value ($000) $33,073 Avg Close — Range —
Q2 2025
Shares 49,901 Value ($000) $30,983 Avg Close — Range —
Q1 2025
Shares 52,429 Value ($000) $29,460 Avg Close — Range —
Q4 2024
Shares 52,915 Value ($000) $31,150 Avg Close — Range —
Q3 2024
Shares 53,807 Value ($000) $31,037 Avg Close — Range —
Q2 2024
Shares 55,821 Value ($000) $30,547 Avg Close — Range —
Q1 2024
Shares 57,357 Value ($000) $30,154 Avg Close — Range —
Q4 2023
Shares 57,764 Value ($000) $27,590 Avg Close — Range —
Q3 2023
Shares 58,009 Value ($000) $24,911 Avg Close — Range —
Q2 2023
Shares 58,113 Value ($000) $25,901 Avg Close — Range —
Q1 2023
Shares 58,511 Value ($000) $24,053 Avg Close — Range —
Q4 2022
Shares 57,891 Value ($000) $22,242 Avg Close — Range —