ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Ridgeline Wealth Planning, LLC's Holding History (CIK: 0002013788)

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

Q4 2025
Shares 2,515 Value ($000) $1,723 Avg Close — Range —
Q3 2025
Shares 2,946 Value ($000) $1,972 Avg Close — Range —
Q2 2025
Shares 2,916 Value ($000) $1,811 Avg Close — Range —
Q1 2025
Shares 1,952 Value ($000) $1,097 Avg Close — Range —
Q4 2024
Shares 1,306 Value ($000) $769 Avg Close — Range —