ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Evernest Financial Advisors, LLC's Holding History (CIK: 0002009530)

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

Q4 2025
Shares 21,933 Value ($000) $15,289 Avg Close — Range —
Q3 2025
Shares 26,981 Value ($000) $18,058 Avg Close — Range —
Q2 2025
Shares 27,020 Value ($000) $16,777 Avg Close — Range —
Q1 2025
Shares 27,612 Value ($000) $15,515 Avg Close — Range —
Q4 2024
Shares 27,150 Value ($000) $15,983 Avg Close — Range —
Q3 2024
Shares 27,637 Value ($000) $15,941 Avg Close — Range —
Q2 2024
Shares 28,597 Value ($000) $15,649 Avg Close — Range —
Q1 2024
Shares 29,155 Value ($000) $14,506 Avg Close — Range —
Q4 2023
Shares 18,694 Value ($000) $8,929 Avg Close — Range —
Q4 2021
Shares 18,689 Value ($000) $9,413 Avg Close — Range —