ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

KKM Financial LLC's Holding History (CIK: 0002001943)

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

Q4 2025
Shares 6,726 Value ($000) $4,607 Avg Close — Range —
Q3 2025
Shares 826 Value ($000) $553 Avg Close — Range —
Q2 2025
Shares 908 Value ($000) $564 Avg Close — Range —
Q1 2025
Shares 908 Value ($000) $510 Avg Close — Range —
Q4 2024
Shares 1,137 Value ($000) $669 Avg Close — Range —
Q3 2024
Shares 1,137 Value ($000) $656 Avg Close — Range —
Q2 2024
Shares 972 Value ($000) $524 Avg Close — Range —
Q1 2024
Shares 972 Value ($000) $511 Avg Close — Range —
Q4 2023
Shares 972 Value ($000) $464 Avg Close — Range —