ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

POWER WEALTH MANAGEMENT LLC's Holding History (CIK: 0002001039)

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

Q4 2025
Shares 10,076 Value ($000) $6,901 Avg Close — Range —
Q3 2025
Shares 10,122 Value ($000) $6,775 Avg Close — Range —
Q2 2025
Shares 10,145 Value ($000) $6,299 Avg Close — Range —
Q1 2025
Shares 10,357 Value ($000) $5,820 Avg Close — Range —
Q4 2024
Shares 12,294 Value ($000) $7,237 Avg Close — Range —
Q3 2024
Shares 13,196 Value ($000) $7,612 Avg Close — Range —
Q2 2024
Shares 14,527 Value ($000) $7,950 Avg Close — Range —
Q1 2024
Shares 20,427 Value ($000) $10,739 Avg Close — Range —
Q4 2023
Shares 21,275 Value ($000) $10,162 Avg Close — Range —