ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SMART Wealth LLC's Holding History (CIK: 0002044723)

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

Q4 2025
Shares 3,718 Value ($000) $2,546 Avg Close — Range —
Q3 2025
Shares 2,646 Value ($000) $1,771 Avg Close — Range —
Q2 2025
Shares 1,965 Value ($000) $1,220 Avg Close — Range —
Q1 2025
Shares 1,612 Value ($000) $906 Avg Close — Range —
Q4 2024
Shares 1,341 Value ($000) $789 Avg Close — Range —
Q3 2024
Shares 1,262 Value ($000) $728 Avg Close — Range —
Q2 2024
Shares 953 Value ($000) $522 Avg Close — Range —
Q1 2024
Shares 661 Value ($000) $348 Avg Close — Range —
Q4 2023
Shares 800 Value ($000) $382 Avg Close — Range —
Q3 2023
Shares 499 Value ($000) $214 Avg Close — Range —
Q4 2022
Shares 1,291 Value ($000) $496 Avg Close — Range —