ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

North Berkeley Wealth Management, LLC's Holding History (CIK: 0002062383)

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

Q4 2025
Shares 5,764 Value ($000) $3,948 Avg Close — Range —
Q3 2025
Shares 5,144 Value ($000) $3,443 Avg Close — Range —
Q2 2025
Shares 5,074 Value ($000) $3,151 Avg Close — Range —
Q1 2025
Shares 4,560 Value ($000) $2,562 Avg Close — Range —
Q4 2024
Shares 3,963 Value ($000) $2,333 Avg Close — Range —