ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

VESTIA PERSONAL WEALTH ADVISORS's Holding History (CIK: 0002033299)

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

Q4 2025
Shares 911 Value ($000) $627 Avg Close — Range —
Q3 2025
Shares 895 Value ($000) $599 Avg Close — Range —
Q2 2025
Shares 888 Value ($000) $552 Avg Close — Range —
Q1 2025
Shares 904 Value ($000) $508 Avg Close — Range —
Q4 2024
Shares 878 Value ($000) $517 Avg Close — Range —
Q3 2024
Shares 895 Value ($000) $516 Avg Close — Range —
Q2 2024
Shares 889 Value ($000) $487 Avg Close — Range —