ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

ORBA Wealth Advisors, L.L.C.'s Holding History (CIK: 0002010248)

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

Q4 2025
Shares 5,876 Value ($000) $4,025 Avg Close — Range —
Q3 2025
Shares 6,276 Value ($000) $4,201 Avg Close — Range —
Q2 2025
Shares 6,276 Value ($000) $3,897 Avg Close — Range —
Q1 2025
Shares 3,946 Value ($000) $2,217 Avg Close — Range —
Q4 2024
Shares 3,916 Value ($000) $2,305 Avg Close — Range —
Q3 2024
Shares 3,986 Value ($000) $2,299 Avg Close — Range —
Q2 2024
Shares 4,004 Value ($000) $2,191 Avg Close — Range —
Q1 2024
Shares 3,710 Value ($000) $1,950 Avg Close — Range —
Q4 2023
Shares 3,718 Value ($000) $1,776 Avg Close — Range —