ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Private Wealth Management Group, LLC's Holding History (CIK: 0002011342)

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

Q4 2025
Shares 154 Value ($000) $105 Avg Close — Range —
Q3 2025
Shares 154 Value ($000) $103 Avg Close — Range —
Q2 2025
Shares 154 Value ($000) $96 Avg Close — Range —
Q1 2025
Shares 154 Value ($000) $87 Avg Close — Range —
Q4 2024
Shares 77 Value ($000) $45 Avg Close — Range —
Q3 2024
Shares 77 Value ($000) $44 Avg Close — Range —
Q2 2024
Shares 80 Value ($000) $44 Avg Close — Range —
Q1 2024
Shares 40 Value ($000) $21 Avg Close — Range —
Q4 2023
Shares 40 Value ($000) $19 Avg Close — Range —