ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

TWIN PEAKS WEALTH ADVISORS, LLC's Holding History (CIK: 0002006218)

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

Q4 2025
Shares 15,824 Value ($000) $11,031 Avg Close — Range —
Q3 2025
Shares 13,243 Value ($000) $8,864 Avg Close — Range —
Q2 2025
Shares 12,911 Value ($000) $8,337 Avg Close — Range —
Q1 2025
Shares 22,349 Value ($000) $12,072 Avg Close — Range —
Q4 2024
Shares 21,874 Value ($000) $12,877 Avg Close — Range —
Q3 2024
Shares 20,217 Value ($000) $11,662 Avg Close — Range —
Q2 2024
Shares 19,258 Value ($000) $10,539 Avg Close — Range —
Q1 2024
Shares 18,369 Value ($000) $9,658 Avg Close — Range —
Q4 2023
Shares 18,087 Value ($000) $8,639 Avg Close — Range —