ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Premier Path Wealth Partners, LLC's Holding History (CIK: 0001999925)

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

Q4 2025
Shares 4,791 Value ($000) $3,282 Avg Close — Range —
Q3 2025
Shares 7,961 Value ($000) $5,328 Avg Close — Range —
Q2 2025
Shares 7,924 Value ($000) $4,920 Avg Close — Range —
Q1 2025
Shares 6,756 Value ($000) $3,796 Avg Close — Range —
Q4 2024
Shares 6,889 Value ($000) $4,056 Avg Close — Range —
Q3 2024
Shares 6,810 Value ($000) $3,928 Avg Close — Range —
Q2 2024
Shares 7,116 Value ($000) $3,894 Avg Close — Range —
Q1 2024
Shares 4,197 Value ($000) $2,206 Avg Close — Range —
Q4 2023
Shares 4,378 Value ($000) $2,091 Avg Close — Range —