ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 7,517 Value ($000) $5,149 Avg Close — Range —
Q3 2025
Shares 5,042 Value ($000) $3,374 Avg Close — Range —
Q2 2025
Shares 3,091 Value ($000) $1,919 Avg Close — Range —
Q1 2025
Shares 3,011 Value ($000) $1,692 Avg Close — Range —
Q4 2024
Shares 2,954 Value ($000) $1,739 Avg Close — Range —
Q2 2024
Shares 3,041 Value ($000) $1,664 Avg Close — Range —