ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BURLING WEALTH PARTNERS, LLC's Holding History (CIK: 0002054946)

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

Q4 2025
Shares 7,259 Value ($000) $4,972 Avg Close — Range —
Q3 2025
Shares 3,359 Value ($000) $2,248 Avg Close — Range —
Q2 2025
Shares 3,300 Value ($000) $2,049 Avg Close — Range —
Q1 2025
Shares 2,347 Value ($000) $1,319 Avg Close — Range —
Q4 2024
Shares 1,860 Value ($000) $1,095 Avg Close — Range —