ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Foundation Wealth Management, LLC\PA's Holding History (CIK: 0002011000)

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

Q4 2025
Shares 20,129 Value ($000) $13,787 Avg Close Range
Q3 2025
Shares 20,361 Value ($000) $13,628 Avg Close Range
Q2 2025
Shares 20,657 Value ($000) $12,826 Avg Close Range
Q1 2025
Shares 20,687 Value ($000) $11,624 Avg Close Range
Q4 2024
Shares 21,481 Value ($000) $12,645 Avg Close Range