ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SpringVest Wealth Management LLC's Holding History (CIK: 0002058986)

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

Q4 2025
Shares 1,172 Value ($000) $803 Avg Close — Range —
Q3 2025
Shares 1,263 Value ($000) $845 Avg Close — Range —
Q2 2025
Shares 1,263 Value ($000) $784 Avg Close — Range —
Q1 2025
Shares 1,268 Value ($000) $712 Avg Close — Range —
Q4 2024
Shares 1,320 Value ($000) $777 Avg Close — Range —