ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

GEN Financial Management, INC.'s Holding History (CIK: 0002032497)

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

Q4 2025
Shares 1,868 Value ($000) $1,279 Avg Close — Range —
Q3 2025
Shares 1,967 Value ($000) $1,317 Avg Close — Range —
Q2 2025
Shares 1,967 Value ($000) $1,221 Avg Close — Range —
Q1 2025
Shares 2,420 Value ($000) $1,360 Avg Close — Range —
Q4 2024
Shares 2,495 Value ($000) $1,469 Avg Close — Range —