ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Leading Edge Financial Planning LLC's Holding History (CIK: 0001967205)

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

Q4 2025
Shares 695 Value ($000) $476 Avg Close — Range —
Q3 2025
Shares 611 Value ($000) $409 Avg Close — Range —
Q2 2025
Shares 669 Value ($000) $416 Avg Close — Range —
Q1 2025
Shares 599 Value ($000) $337 Avg Close — Range —
Q4 2024
Shares 599 Value ($000) $353 Avg Close — Range —
Q3 2024
Shares 417 Value ($000) $241 Avg Close — Range —
Q2 2024
Shares 382 Value ($000) $209 Avg Close — Range —
Q1 2024
Shares 382 Value ($000) $201 Avg Close — Range —
Q4 2023
Shares 467 Value ($000) $223 Avg Close — Range —
Q4 2022
Shares 902 Value ($000) $346 Avg Close — Range —