ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

OFC FINANCIAL PLANNING, LLC's Holding History (CIK: 0002052590)

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

Q4 2025
Shares 9,233 Value ($000) $6,324 Avg Close — Range —
Q3 2025
Shares 9,683 Value ($000) $6,481 Avg Close — Range —
Q2 2025
Shares 9,703 Value ($000) $6,025 Avg Close — Range —
Q1 2025
Shares 9,703 Value ($000) $5,452 Avg Close — Range —
Q4 2024
Shares 9,704 Value ($000) $5,713 Avg Close — Range —