ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BlueStem Wealth Partners, LLC's Holding History (CIK: 0001977465)

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

Q4 2025
Shares 74,908 Value ($000) $51,307 Avg Close — Range —
Q3 2025
Shares 235,916 Value ($000) $157,898 Avg Close — Range —
Q2 2025
Shares 239,132 Value ($000) $148,477 Avg Close — Range —
Q1 2025
Shares 224,772 Value ($000) $126,299 Avg Close — Range —
Q4 2024
Shares 245,983 Value ($000) $144,806 Avg Close — Range —