ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 11,363 Value ($000) $7,783 Avg Close — Range —
Q3 2025
Shares 11,342 Value ($000) $7,591 Avg Close — Range —
Q2 2025
Shares 11,043 Value ($000) $6,857 Avg Close — Range —
Q1 2025
Shares 10,523 Value ($000) $5,913 Avg Close — Range —
Q4 2024
Shares 10,342 Value ($000) $6,088 Avg Close — Range —
Q3 2024
Shares 9,912 Value ($000) $5,718 Avg Close — Range —
Q2 2024
Shares 9,786 Value ($000) $5,355 Avg Close — Range —
Q1 2024
Shares 8,698 Value ($000) $4,573 Avg Close — Range —
Q4 2023
Shares 7,232 Value ($000) $3,454 Avg Close — Range —