ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Bestgate Wealth Advisors, LLC's Holding History (CIK: 0002055670)

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

Q4 2025
Shares 10,014 Value ($000) $6,859 Avg Close — Range —
Q3 2025
Shares 10,213 Value ($000) $6,836 Avg Close — Range —
Q2 2025
Shares 10,497 Value ($000) $5,898 Avg Close — Range —
Q1 2025
Shares 10,497 Value ($000) $5,898 Avg Close — Range —
Q4 2024
Shares 11,582 Value ($000) $6,818 Avg Close — Range —