ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 30,193 Value ($000) $20,681 Avg Close — Range —
Q3 2025
Shares 28,653 Value ($000) $19,177 Avg Close — Range —
Q2 2025
Shares 29,374 Value ($000) $18,238 Avg Close — Range —
Q4 2024
Shares 29,699 Value ($000) $17,483 Avg Close — Range —