ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Taylor Financial Group, Inc.'s Holding History (CIK: 0002012516)

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

Q4 2025
Shares 789 Value ($000) $540 Avg Close — Range —
Q3 2025
Shares 790 Value ($000) $529 Avg Close — Range —
Q2 2025
Shares 797 Value ($000) $495 Avg Close — Range —
Q1 2025
Shares 820 Value ($000) $461 Avg Close — Range —
Q4 2024
Shares 820 Value ($000) $483 Avg Close — Range —
Q3 2024
Shares 820 Value ($000) $473 Avg Close — Range —
Q2 2024
Shares 835 Value ($000) $457 Avg Close — Range —
Q1 2024
Shares 858 Value ($000) $451 Avg Close — Range —
Q4 2023
Shares 858 Value ($000) $410 Avg Close — Range —