ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 44,599 Value ($000) $31,080 Avg Close — Range —
Q3 2025
Shares 4,553 Value ($000) $3,126 Avg Close — Range —
Q2 2025
Shares 2,244 Value ($000) $1,449 Avg Close — Range —
Q1 2025
Shares 2,288 Value ($000) $1,274 Avg Close — Range —
Q4 2024
Shares 2,762 Value ($000) $1,611 Avg Close — Range —
Q3 2024
Shares 2,502 Value ($000) $1,453 Avg Close — Range —
Q2 2024
Shares 2,730 Value ($000) $1,420 Avg Close — Range —