ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025
Shares 18,693 Value ($000) $12,804 Avg Close — Range —
Q3 2025
Shares 19,189 Value ($000) $12,843 Avg Close — Range —
Q2 2025
Shares 19,379 Value ($000) $12,032 Avg Close — Range —
Q1 2025
Shares 21,747 Value ($000) $12,220 Avg Close — Range —
Q4 2024
Shares 20,778 Value ($000) $12,232 Avg Close — Range —
Q3 2024
Shares 21,195 Value ($000) $12,226 Avg Close — Range —
Q2 2024
Shares 20,961 Value ($000) $11,471 Avg Close — Range —
Q1 2024
Shares 21,074 Value ($000) $11,079 Avg Close — Range —
Q4 2023
Shares 20,422 Value ($000) $9,754 Avg Close — Range —