ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BWM Planning, LLC's Holding History (CIK: 0002039698)

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

Q4 2025
Shares 15,915 Value ($000) $10,901 Avg Close — Range —
Q3 2025
Shares 16,028 Value ($000) $10,728 Avg Close — Range —
Q2 2025
Shares 16,175 Value ($000) $10,043 Avg Close — Range —
Q1 2025
Shares 16,122 Value ($000) $9,059 Avg Close — Range —
Q4 2024
Shares 17,579 Value ($000) $10,348 Avg Close — Range —
Q3 2024
Shares 19,422 Value ($000) $11,203 Avg Close — Range —