ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Charis Legacy Partners, LLC's Holding History (CIK: 0002056602)

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

Q4 2025
Shares 1,215 Value ($000) $832 Avg Close — Range —
Q3 2025
Shares 1,215 Value ($000) $813 Avg Close — Range —
Q2 2025
Shares 1,215 Value ($000) $754 Avg Close — Range —
Q1 2025
Shares 1,215 Value ($000) $683 Avg Close — Range —
Q4 2024
Shares 1,215 Value ($000) $715 Avg Close — Range —