ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Austin Wealth Management, LLC's Holding History (CIK: 0002003112)

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

Q4 2025
Shares 1,080 Value ($000) $748 Avg Close — Range —
Q3 2025
Shares 982 Value ($000) $659 Avg Close — Range —
Q2 2025
Shares 993 Value ($000) $631 Avg Close — Range —
Q1 2025
Shares 982 Value ($000) $539 Avg Close — Range —
Q4 2024
Shares 974 Value ($000) $585 Avg Close — Range —
Q3 2024
Shares 944 Value ($000) $538 Avg Close — Range —
Q2 2024
Shares 1,037 Value ($000) $580 Avg Close — Range —
Q1 2024
Shares 858 Value ($000) $457 Avg Close — Range —
Q4 2023
Shares 939 Value ($000) $471 Avg Close — Range —
Q3 2023
Shares 947 Value ($000) $433 Avg Close — Range —