ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

JPL Wealth Management, LLC's Holding History (CIK: 0002010710)

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

Q4 2025
Shares 964 Value ($000) $660 Avg Close — Range —
Q3 2025
Shares 598 Value ($000) $400 Avg Close — Range —
Q2 2025
Shares 598 Value ($000) $371 Avg Close — Range —
Q1 2025
Shares 711 Value ($000) $399 Avg Close — Range —
Q4 2024
Shares 761 Value ($000) $448 Avg Close — Range —
Q2 2024
Shares 772 Value ($000) $422 Avg Close — Range —
Q1 2024
Shares 833 Value ($000) $438 Avg Close — Range —
Q4 2023
Shares 832 Value ($000) $398 Avg Close — Range —