ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Sterling Wealth Management, Inc.'s Holding History (CIK: 0002011149)

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

Q4 2025
Shares 2,035 Value ($000) $1,394 Avg Close — Range —
Q3 2025
Shares 2,351 Value ($000) $1,574 Avg Close — Range —
Q2 2025
Shares 2,518 Value ($000) $1,563 Avg Close — Range —
Q4 2024
Shares 2,900 Value ($000) $1,707 Avg Close — Range —
Q3 2024
Shares 3,905 Value ($000) $2,253 Avg Close — Range —
Q2 2024
Shares 5,022 Value ($000) $2,748 Avg Close — Range —
Q1 2024
Shares 5,773 Value ($000) $3,035 Avg Close — Range —
Q4 2023
Shares 6,192 Value ($000) $2,957 Avg Close — Range —