ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

POTENTIA WEALTH's Holding History (CIK: 0002052308)

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

Q4 2025
Shares 4,242 Value ($000) $2,906 Avg Close — Range —
Q3 2025
Shares 7,118 Value ($000) $4,764 Avg Close — Range —
Q2 2025
Shares 6,743 Value ($000) $4,187 Avg Close — Range —
Q1 2025
Shares 11,751 Value ($000) $6,603 Avg Close — Range —
Q4 2024
Shares 12,030 Value ($000) $7,082 Avg Close — Range —