ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 1,417 Value ($000) $970 Avg Close — Range —
Q3 2025
Shares 1,416 Value ($000) $948 Avg Close — Range —
Q2 2025
Shares 1,416 Value ($000) $879 Avg Close — Range —
Q1 2025
Shares 1,416 Value ($000) $796 Avg Close — Range —
Q4 2024
Shares 1,416 Value ($000) $833 Avg Close — Range —
Q3 2024
Shares 1,214 Value ($000) $700 Avg Close — Range —
Q2 2024
Shares 1,214 Value ($000) $664 Avg Close — Range —
Q1 2024
Shares 1,214 Value ($000) $638 Avg Close — Range —
Q4 2023
Shares 1,214 Value ($000) $580 Avg Close — Range —
Q3 2023
Shares 1,209 Value ($000) $519 Avg Close — Range —
Q2 2023
Shares 1,209 Value ($000) $539 Avg Close — Range —
Q1 2023
Shares 1,205 Value ($000) $495 Avg Close — Range —
Q4 2022
Shares 1,205 Value ($000) $461 Avg Close — Range —
Q3 2022
Shares 1,205 Value ($000) $479 Avg Close — Range —
Q2 2022
Shares 1,205 Value ($000) $493 Avg Close — Range —
Q1 2022
Shares 1,205 Value ($000) $515 Avg Close — Range —
Q4 2021
Shares 1,205 Value ($000) $533 Avg Close — Range —
Q3 2021
Shares 1,205 Value ($000) $519 Avg Close — Range —
Q2 2021
Shares 1,205 Value ($000) $518 Avg Close — Range —