ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 16,083 Value ($000) $11,016 Avg Close — Range —
Q3 2025
Shares 17,285 Value ($000) $11,569 Avg Close — Range —
Q2 2025
Shares 14,259 Value ($000) $8,854 Avg Close — Range —
Q1 2025
Shares 13,246 Value ($000) $7,443 Avg Close — Range —
Q4 2024
Shares 12,010 Value ($000) $7,070 Avg Close — Range —
Q3 2024
Shares 10,917 Value ($000) $6,297 Avg Close — Range —
Q2 2024
Shares 9,705 Value ($000) $5,311 Avg Close — Range —
Q1 2024
Shares 7,364 Value ($000) $3,872 Avg Close — Range —
Q4 2023
Shares 6,089 Value ($000) $2,908 Avg Close — Range —
Q3 2023
Shares 5,021 Value ($000) $2,156 Avg Close — Range —
Q2 2023
Shares 4,979 Value ($000) $2,246 Avg Close — Range —
Q1 2023
Shares 4,970 Value ($000) $2,055 Avg Close — Range —
Q4 2022
Shares 2,150 Value ($000) $826 Avg Close — Range —
Q3 2022
Shares 1,234 Value ($000) $443 Avg Close — Range —
Q2 2022
Shares 1,156 Value ($000) $438 Avg Close — Range —
Q1 2022
Shares 2,084 Value ($000) $946 Avg Close — Range —
Q4 2021
Shares 2,510 Value ($000) $1,197 Avg Close — Range —