ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SwitchPoint Financial Planning, LLC's Holding History (CIK: 0002055526)

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

Q4 2025
Shares 1,785 Value ($000) $1,223 Avg Close — Range —
Q3 2025
Shares 1,785 Value ($000) $1,195 Avg Close — Range —
Q2 2025
Shares 1,785 Value ($000) $1,108 Avg Close — Range —
Q1 2025
Shares 600 Value ($000) $337 Avg Close — Range —
Q4 2024
Shares 600 Value ($000) $353 Avg Close — Range —