ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Lakeshore Financial Planning, Inc.'s Holding History (CIK: 0002000571)

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

Q4 2025
Shares 82,743 Value ($000) $56,675 Avg Close — Range —
Q3 2025
Shares 82,339 Value ($000) $55,113 Avg Close — Range —
Q2 2025
Shares 81,947 Value ($000) $50,880 Avg Close — Range —
Q1 2025
Shares 78,909 Value ($000) $44,342 Avg Close — Range —
Q4 2024
Shares 76,459 Value ($000) $45,013 Avg Close — Range —
Q3 2024
Shares 73,473 Value ($000) $42,384 Avg Close — Range —
Q2 2024
Shares 68,310 Value ($000) $37,385 Avg Close — Range —
Q1 2024
Shares 66,024 Value ($000) $34,714 Avg Close — Range —
Q4 2023
Shares 63,626 Value ($000) $30,389 Avg Close — Range —
Q3 2023
Shares 63,672 Value ($000) $27,343 Avg Close — Range —