ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Synergy Investment Management, LLC's Holding History (CIK: 0002053786)

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

Q4 2025
Shares 25,148 Value ($000) $17,225 Avg Close — Range —
Q3 2025
Shares 21,656 Value ($000) $14,495 Avg Close — Range —
Q2 2025
Shares 19,158 Value ($000) $11,896 Avg Close — Range —
Q1 2025
Shares 28,953 Value ($000) $16,269 Avg Close — Range —
Q4 2024
Shares 29,701 Value ($000) $17,484 Avg Close — Range —