ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

PANORAMIC INVESTMENT ADVISORS, LLC's Holding History (CIK: 0001967332)

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

Q4 2025
Shares 4,477 Value ($000) $3,067 Avg Close Range
Q3 2025
Shares 4,384 Value ($000) $2,934 Avg Close Range
Q2 2025
Shares 4,334 Value ($000) $2,691 Avg Close Range
Q1 2025
Shares 4,294 Value ($000) $2,413 Avg Close Range
Q4 2024
Shares 4,254 Value ($000) $2,505 Avg Close Range
Q3 2024
Shares 4,183 Value ($000) $2,413 Avg Close Range
Q1 2024
Shares 3,906 Value ($000) $2,053 Avg Close Range
Q4 2023
Shares 3,719 Value ($000) $1,776 Avg Close Range
Q3 2023
Shares 3,646 Value ($000) $1,566 Avg Close Range
Q4 2022
Shares 3,275 Value ($000) $1,258 Avg Close Range