ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BCU Wealth Advisors, LLC's Holding History (CIK: 0002003570)

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

Q4 2025
Shares 6,572 Value ($000) $4,501 Avg Close — Range —
Q3 2025
Shares 6,300 Value ($000) $4,217 Avg Close — Range —
Q2 2025
Shares 5,997 Value ($000) $3,724 Avg Close — Range —
Q1 2025
Shares 11,312 Value ($000) $6,356 Avg Close — Range —
Q4 2024
Shares 9,590 Value ($000) $5,646 Avg Close — Range —
Q3 2024
Shares 9,543 Value ($000) $5,505 Avg Close — Range —
Q2 2024
Shares 9,686 Value ($000) $5,300 Avg Close — Range —
Q1 2024
Shares 10,280 Value ($000) $5,405 Avg Close — Range —
Q4 2023
Shares 12,834 Value ($000) $6,130 Avg Close — Range —