ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

LM Advisors LLC's Holding History (CIK: 0002011314)

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

Q4 2025
Shares 1,874 Value ($000) $3 Avg Close — Range —
Q3 2025
Shares 2,736 Value ($000) $2 Avg Close — Range —
Q2 2025
Shares 2,736 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 2,766 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 3,106 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 3,028 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 3,915 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 4,919 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 5,983 Value ($000) $2,858 Avg Close — Range —