ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Capstone Wealth Management Group LLC's Holding History (CIK: 0002059649)

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

Q4 2025
Shares 373 Value ($000) $256 Avg Close — Range —
Q3 2025
Shares 312 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 388 Value ($000) $228 Avg Close — Range —