ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025
Shares 37 Value ($000) $25 Avg Close — Range —
Q3 2025
Shares 37 Value ($000) $25 Avg Close — Range —
Q2 2025
Shares 37 Value ($000) $23 Avg Close — Range —
Q1 2025
Shares 37 Value ($000) $21 Avg Close — Range —
Q4 2024
Shares 37 Value ($000) $22 Avg Close — Range —