ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Lifelong Wealth Advisors, Inc.'s Holding History (CIK: 0002051717)

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

Q4 2025
Shares 5,799 Value ($000) $3,972 Avg Close — Range —
Q3 2025
Shares 5,746 Value ($000) $3,846 Avg Close — Range —
Q2 2025
Shares 5,671 Value ($000) $3,521 Avg Close — Range —
Q1 2025
Shares 5,495 Value ($000) $3,088 Avg Close — Range —
Q4 2024
Shares 5,523 Value ($000) $3,251 Avg Close — Range —