ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Avid Wealth Partners LLC's Holding History (CIK: 0001992344)

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

Q4 2025
Shares 13,529 Value ($000) $9,267 Avg Close — Range —
Q3 2025
Shares 9,187 Value ($000) $6,149 Avg Close — Range —
Q2 2025
Shares 8,978 Value ($000) $5,574 Avg Close — Range —
Q1 2025
Shares 16,451 Value ($000) $9,244 Avg Close — Range —
Q4 2024
Shares 17,858 Value ($000) $10,513 Avg Close — Range —
Q3 2024
Shares 13,902 Value ($000) $8,019 Avg Close — Range —
Q2 2024
Shares 12,336 Value ($000) $6,751 Avg Close — Range —
Q1 2024
Shares 21,946 Value ($000) $11,538 Avg Close — Range —
Q4 2023
Shares 509 Value ($000) $243 Avg Close — Range —