ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Wills Financial Group LLC's Holding History (CIK: 0002059579)

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

Q4 2025
Shares 2,238 Value ($000) $1,533 Avg Close — Range —
Q3 2025
Shares 2,213 Value ($000) $1,481 Avg Close — Range —
Q2 2025
Shares 2,094 Value ($000) $1,300 Avg Close — Range —
Q1 2025
Shares 720 Value ($000) $405 Avg Close — Range —