ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

JIM SAULNIER & ASSOCIATES, LLC's Holding History (CIK: 0002044420)

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

Q4 2025
Shares 1,989 Value ($000) $1,362 Avg Close — Range —
Q3 2025
Shares 1,903 Value ($000) $1,274 Avg Close — Range —
Q2 2025
Shares 1,935 Value ($000) $1,202 Avg Close — Range —
Q1 2025
Shares 1,907 Value ($000) $1,072 Avg Close — Range —
Q4 2024
Shares 1,755 Value ($000) $1,033 Avg Close — Range —
Q3 2024
Shares 1,754 Value ($000) $1,012 Avg Close — Range —