ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BankPlus Wealth Management LLC's Holding History (CIK: 0002051117)

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

Q4 2025
Shares 76,466 Value ($000) $52,385 Avg Close — Range —
Q3 2025
Shares 74,563 Value ($000) $49,910 Avg Close — Range —
Q2 2025
Shares 73,049 Value ($000) $45,356 Avg Close — Range —
Q1 2025
Shares 75,289 Value ($000) $42,304 Avg Close — Range —
Q4 2024
Shares 58,045 Value ($000) $34,170 Avg Close — Range —