ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Alteri Wealth LLC's Holding History (CIK: 0002054980)

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

Q4 2025
Shares 4,660 Value ($000) $3,192 Avg Close — Range —
Q3 2025
Shares 4,538 Value ($000) $3,037 Avg Close — Range —
Q2 2025
Shares 4,494 Value ($000) $2,790 Avg Close — Range —
Q1 2025
Shares 4,475 Value ($000) $2,514 Avg Close — Range —
Q4 2024
Shares 4,466 Value ($000) $2,629 Avg Close — Range —