ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Kaufman Rossin Wealth, LLC's Holding History (CIK: 0002049750)

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

Q4 2025
Shares 504 Value ($000) $345 Avg Close — Range —
Q3 2025
Shares 504 Value ($000) $337 Avg Close — Range —
Q2 2025
Shares 504 Value ($000) $313 Avg Close — Range —
Q1 2025
Shares 504 Value ($000) $283 Avg Close — Range —
Q4 2024
Shares 504 Value ($000) $297 Avg Close — Range —