ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025
Shares 4,554 Value ($000) $3,119 Avg Close — Range —
Q3 2025
Shares 4,275 Value ($000) $2,861 Avg Close — Range —
Q2 2025
Shares 10,158 Value ($000) $6,307 Avg Close — Range —
Q1 2025
Shares 9,713 Value ($000) $5,458 Avg Close — Range —
Q4 2024
Shares 9,502 Value ($000) $5,594 Avg Close — Range —
Q3 2024
Shares 10,009 Value ($000) $5,773 Avg Close — Range —
Q2 2024
Shares 9,902 Value ($000) $5,419 Avg Close — Range —