ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

RETIREMENT PLANNING GROUP, LLC / NY's Holding History (CIK: 0002057004)

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

Q4 2025
Shares 1,825 Value ($000) $1,250 Avg Close — Range —
Q3 2025
Shares 1,830 Value ($000) $1,225 Avg Close — Range —
Q2 2025
Shares 1,751 Value ($000) $1,087 Avg Close — Range —
Q1 2025
Shares 1,605 Value ($000) $902 Avg Close — Range —
Q4 2024
Shares 1,564 Value ($000) $920 Avg Close — Range —