ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BRIGHT FINANCIAL ADVISORS, INC.'s Holding History (CIK: 0002022456)

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

Q4 2025
Shares 20,966 Value ($000) $14,361 Avg Close — Range —
Q3 2025
Shares 19,975 Value ($000) $13,369 Avg Close — Range —
Q2 2025
Shares 19,859 Value ($000) $12,331 Avg Close — Range —
Q1 2025
Shares 19,759 Value ($000) $11,102 Avg Close — Range —
Q4 2024
Shares 19,769 Value ($000) $11,638 Avg Close — Range —
Q3 2024
Shares 20,585 Value ($000) $11,874 Avg Close — Range —
Q2 2024
Shares 20,024 Value ($000) $10,958 Avg Close — Range —
Q1 2024
Shares 23,217 Value ($000) $10,669 Avg Close — Range —