ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BROWN WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001987005)

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

Q4 2025
Shares 101,567 Value ($000) $69,567 Avg Close — Range —
Q3 2025
Shares 47,472 Value ($000) $31,773 Avg Close — Range —
Q2 2025
Shares 48,919 Value ($000) $30,374 Avg Close — Range —
Q1 2025
Shares 44,252 Value ($000) $24,865 Avg Close — Range —
Q4 2024
Shares 38,255 Value ($000) $22,520 Avg Close — Range —
Q3 2024
Shares 37,171 Value ($000) $21,441 Avg Close — Range —
Q2 2024
Shares 25,720 Value ($000) $14,075 Avg Close — Range —
Q1 2024
Shares 26,245 Value ($000) $13,798 Avg Close — Range —