ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

FAMILY WEALTH PARTNERS, LLC's Holding History (CIK: 0002016217)

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

Q4 2025
Shares 2,622 Value ($000) $1,796 Avg Close — Range —
Q3 2025
Shares 2,622 Value ($000) $1,755 Avg Close — Range —
Q2 2025
Shares 2,616 Value ($000) $1,624 Avg Close — Range —
Q1 2025
Shares 2,616 Value ($000) $1,470 Avg Close — Range —
Q4 2024
Shares 2,627 Value ($000) $1,546 Avg Close — Range —
Q3 2024
Shares 2,652 Value ($000) $1,530 Avg Close — Range —
Q2 2024
Shares 2,650 Value ($000) $1,450 Avg Close — Range —
Q1 2024
Shares 2,581 Value ($000) $1,357 Avg Close — Range —
Q4 2023
Shares 2,588 Value ($000) $1,236 Avg Close — Range —