ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

PLANWISER FINANCIAL, LLC's Holding History (CIK: 0002043741)

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

Q4 2025
Shares 21,365 Value ($000) $14,706 Avg Close — Range —
Q3 2025
Shares 18,696 Value ($000) $12,838 Avg Close — Range —
Q2 2025
Shares 20,005 Value ($000) $12,802 Avg Close — Range —
Q1 2025
Shares 18,601 Value ($000) $10,487 Avg Close — Range —