ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

ZynergyRetirementPlanningLLC's Holding History (CIK: 0002031137)

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

Q4 2025
Shares 57,117 Value ($000) $39,122 Avg Close — Range —
Q3 2025
Shares 56,757 Value ($000) $37,987 Avg Close — Range —
Q2 2025
Shares 57,059 Value ($000) $35,428 Avg Close — Range —
Q1 2025
Shares 54,243 Value ($000) $31,932 Avg Close — Range —
Q4 2024
Shares 52,653 Value ($000) $30,371 Avg Close — Range —
Q3 2024
Shares 52,653 Value ($000) $30,371 Avg Close — Range —
Q2 2024
Shares 51,127 Value ($000) $27,978 Avg Close — Range —