ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Chokshi & Queen Wealth Advisors, Inc's Holding History (CIK: 0002057199)

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

Q4 2025
Shares 67,832 Value ($000) $46,461 Avg Close — Range —
Q3 2025
Shares 66,371 Value ($000) $44,422 Avg Close — Range —
Q2 2025
Shares 65,080 Value ($000) $40,408 Avg Close — Range —
Q1 2025
Shares 62,355 Value ($000) $35,037 Avg Close — Range —
Q4 2024
Shares 62,264 Value ($000) $36,654 Avg Close — Range —