ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q4 2025
Shares 2,436 Value ($000) $1,668 Avg Close — Range —
Q3 2025
Shares 2,360 Value ($000) $1,579 Avg Close — Range —
Q2 2025
Shares 980 Value ($000) $609 Avg Close — Range —
Q1 2025
Shares 859 Value ($000) $483 Avg Close — Range —
Q4 2024
Shares 859 Value ($000) $506 Avg Close — Range —
Q3 2024
Shares 916 Value ($000) $501 Avg Close — Range —
Q2 2024
Shares 916 Value ($000) $501 Avg Close — Range —