ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 24,215 Value ($000) $16,585 Avg Close — Range —
Q3 2025
Shares 23,401 Value ($000) $15,662 Avg Close — Range —
Q2 2025
Shares 22,987 Value ($000) $14,272 Avg Close — Range —
Q1 2025
Shares 23,105 Value ($000) $12,983 Avg Close — Range —
Q4 2024
Shares 22,015 Value ($000) $12,960 Avg Close — Range —
Q3 2024
Shares 22,950 Value ($000) $13,238 Avg Close — Range —
Q2 2024
Shares 23,154 Value ($000) $12,670 Avg Close — Range —
Q1 2024
Shares 22,939 Value ($000) $12,059 Avg Close — Range —
Q4 2023
Shares 23,465 Value ($000) $11,208 Avg Close — Range —
Q3 2023
Shares 23,750 Value ($000) $10,199 Avg Close — Range —
Q2 2023
Shares 24,495 Value ($000) $10,918 Avg Close — Range —