ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Novak & Powell Financial Services, Inc.'s Holding History (CIK: 0002011548)

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

Q4 2025
Shares 850 Value ($000) $582 Avg Close — Range —
Q3 2025
Shares 885 Value ($000) $592 Avg Close — Range —
Q2 2025
Shares 557 Value ($000) $346 Avg Close — Range —
Q1 2025
Shares 556 Value ($000) $313 Avg Close — Range —
Q3 2024
Shares 1,015 Value ($000) $586 Avg Close — Range —
Q2 2024
Shares 1,132 Value ($000) $619 Avg Close — Range —
Q1 2024
Shares 703 Value ($000) $370 Avg Close — Range —
Q4 2023
Shares 443 Value ($000) $210 Avg Close — Range —