ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Aspen Wealth Strategies, LLC's Holding History (CIK: 0001972517)

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

Q4 2025
Shares 29,902 Value ($000) $20,481 Avg Close — Range —
Q3 2025
Shares 33,758 Value ($000) $22,594 Avg Close — Range —
Q2 2025
Shares 32,024 Value ($000) $19,884 Avg Close — Range —
Q1 2025
Shares 31,671 Value ($000) $17,796 Avg Close — Range —
Q4 2024
Shares 30,911 Value ($000) $18,196 Avg Close — Range —
Q3 2024
Shares 32,090 Value ($000) $18,510 Avg Close — Range —
Q2 2024
Shares 30,854 Value ($000) $17,279 Avg Close — Range —
Q1 2024
Shares 30,701 Value ($000) $16,141 Avg Close — Range —
Q4 2023
Shares 25,332 Value ($000) $12,099 Avg Close — Range —
Q3 2023
Shares 3,987 Value ($000) $1,712 Avg Close — Range —