ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Buck Wealth Strategies, LLC's Holding History (CIK: 0001973259)

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

Q4 2025
Shares 117,357 Value ($000) $80,383 Avg Close Range
Q3 2025
Shares 102,564 Value ($000) $68,646 Avg Close Range
Q2 2025
Shares 93,280 Value ($000) $57,918 Avg Close Range
Q1 2025
Shares 81,193 Value ($000) $45,622 Avg Close Range
Q4 2024
Shares 43,651 Value ($000) $25,696 Avg Close Range
Q3 2024
Shares 26,009 Value ($000) $15,003 Avg Close Range
Q2 2024
Shares 27,490 Value ($000) $15,043 Avg Close Range
Q1 2024
Shares 1,039 Value ($000) $546 Avg Close Range
Q4 2023
Shares 25,673 Value ($000) $12,263 Avg Close Range
Q3 2023
Shares 25,676 Value ($000) $11,026 Avg Close Range
Q3 2022
Shares 24,229 Value ($000) $10,405 Avg Close Range