ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Financial Symmetry Inc's Holding History (CIK: 0002004843)

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

Q4 2025
Shares 3,290 Value ($000) $2,253 Avg Close — Range —
Q3 2025
Shares 3,325 Value ($000) $2,226 Avg Close — Range —
Q2 2025
Shares 3,329 Value ($000) $2,067 Avg Close — Range —
Q1 2025
Shares 3,374 Value ($000) $1,896 Avg Close — Range —
Q4 2024
Shares 2,894 Value ($000) $1,704 Avg Close — Range —
Q3 2024
Shares 2,932 Value ($000) $1,691 Avg Close — Range —
Q2 2024
Shares 2,879 Value ($000) $1,575 Avg Close — Range —
Q1 2024
Shares 1,125 Value ($000) $591 Avg Close — Range —
Q4 2023
Shares 1,125 Value ($000) $537 Avg Close — Range —