ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Holding History (CIK: 0002056591)

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

Q4 2025
Shares 317 Value ($000) $217 Avg Close — Range —
Q3 2025
Shares 348 Value ($000) $233 Avg Close — Range —
Q2 2025
Shares 413 Value ($000) $256 Avg Close — Range —
Q1 2025
Shares 554 Value ($000) $311 Avg Close — Range —
Q4 2024
Shares 3,411 Value ($000) $2,008 Avg Close — Range —