ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

49 WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002022291)

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

Q4 2025
Shares 8,213 Value ($000) $5,625 Avg Close — Range —
Q3 2025
Shares 7,673 Value ($000) $5,136 Avg Close — Range —
Q2 2025
Shares 7,640 Value ($000) $4,744 Avg Close — Range —
Q1 2025
Shares 7,988 Value ($000) $4,488 Avg Close — Range —
Q4 2024
Shares 7,931 Value ($000) $4,669 Avg Close — Range —
Q3 2024
Shares 8,207 Value ($000) $4,734 Avg Close — Range —
Q2 2024
Shares 8,300 Value ($000) $4,552 Avg Close — Range —
Q1 2024
Shares 8,367 Value ($000) $4,391 Avg Close — Range —
Q4 2023
Shares 8,954 Value ($000) $4,277 Avg Close — Range —