ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Edge Financial Advisors LLC's Holding History (CIK: 0002011402)

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

Q4 2025
Shares 5,758 Value ($000) $3,944 Avg Close — Range —
Q3 2025
Shares 6,022 Value ($000) $4,031 Avg Close — Range —
Q2 2025
Shares 8,111 Value ($000) $5,034 Avg Close — Range —
Q1 2025
Shares 9,141 Value ($000) $5,136 Avg Close — Range —
Q2 2024
Shares 825 Value ($000) $451 Avg Close — Range —