ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Joel Adams & Associates, Inc.'s Holding History (CIK: 0002020459)

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

Q4 2025
Shares 855 Value ($000) $585 Avg Close — Range —
Q3 2025
Shares 906 Value ($000) $607 Avg Close — Range —
Q2 2025
Shares 902 Value ($000) $560 Avg Close — Range —
Q1 2025
Shares 981 Value ($000) $551 Avg Close — Range —
Q4 2024
Shares 1,529 Value ($000) $900 Avg Close — Range —