ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 36,190 Value ($000) $25,184 Avg Close — Range —
Q3 2025
Shares 37,714 Value ($000) $25,312 Avg Close — Range —
Q2 2025
Shares 38,360 Value ($000) $24,355 Avg Close — Range —
Q1 2025
Shares 40,990 Value ($000) $23,033 Avg Close — Range —
Q4 2024
Shares 44,259 Value ($000) $26,054 Avg Close — Range —
Q3 2024
Shares 44,494 Value ($000) $25,665 Avg Close — Range —
Q2 2024
Shares 46,445 Value ($000) $25,416 Avg Close — Range —
Q1 2024
Shares 55,415 Value ($000) $29,133 Avg Close — Range —
Q4 2023
Shares 59,791 Value ($000) $28,558 Avg Close — Range —