ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

TRITONPOINT WEALTH, LLC's Holding History (CIK: 0002008171)

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

Q4 2025
Shares 2,900 Value ($000) $1,989 Avg Close — Range —
Q3 2025
Shares 18,368 Value ($000) $12,294 Avg Close — Range —
Q2 2025
Shares 18,918 Value ($000) $11,746 Avg Close — Range —
Q1 2025
Shares 19,204 Value ($000) $10,791 Avg Close — Range —
Q4 2024
Shares 20,529 Value ($000) $12,085 Avg Close — Range —
Q3 2024
Shares 20,853 Value ($000) $11,971 Avg Close — Range —
Q2 2024
Shares 23,597 Value ($000) $12,913 Avg Close — Range —
Q1 2024
Shares 23,298 Value ($000) $8,031 Avg Close — Range —
Q4 2023
Shares 17,646 Value ($000) $8,428 Avg Close — Range —