ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Wingate Wealth Advisors, Inc.'s Holding History (CIK: 0002041800)

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

Q4 2025
Shares 1,971 Value ($000) $1,350 Avg Close — Range —
Q3 2025
Shares 2,114 Value ($000) $1,415 Avg Close — Range —
Q2 2025
Shares 1,711 Value ($000) $1,062 Avg Close — Range —
Q1 2025
Shares 1,405 Value ($000) $789 Avg Close — Range —
Q4 2024
Shares 3,131 Value ($000) $1,843 Avg Close — Range —