ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Next Level Wealth Planning, LLC's Holding History (CIK: 0002044208)

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

Q4 2025
Shares 2,093 Value ($000) $1,434 Avg Close — Range —
Q3 2025
Shares 2,437 Value ($000) $1,631 Avg Close — Range —
Q2 2025
Shares 2,359 Value ($000) $1,464 Avg Close — Range —
Q1 2025
Shares 2,433 Value ($000) $1,367 Avg Close — Range —
Q4 2024
Shares 2,285 Value ($000) $1,345 Avg Close — Range —