ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

PARTNERS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002054714)

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

Q4 2025
Shares 387 Value ($000) $265 Avg Close — Range —
Q3 2025
Shares 392 Value ($000) $263 Avg Close — Range —
Q2 2025
Shares 439 Value ($000) $248 Avg Close — Range —
Q1 2025
Shares 439 Value ($000) $247 Avg Close — Range —
Q4 2024
Shares 439 Value ($000) $258 Avg Close — Range —