ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

EVOLUTION WEALTH MANAGEMENT INC.'s Holding History (CIK: 0002010029)

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

Q4 2025
Shares 3,202 Value ($000) $2,193 Avg Close — Range —
Q3 2025
Shares 2,653 Value ($000) $1,776 Avg Close — Range —
Q2 2025
Shares 3,010 Value ($000) $1,869 Avg Close — Range —