ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Evelyn Partners Investment Management LLP's Holding History (CIK: 0002065206)

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

Q4 2025
Shares 2,373 Value ($000) $1,625 Avg Close — Range —
Q3 2025
Shares 2,043 Value ($000) $1,367 Avg Close — Range —
Q2 2025
Shares 1,783 Value ($000) $1,107 Avg Close — Range —
Q1 2025
Shares 1,323 Value ($000) $743 Avg Close — Range —
Q4 2024
Shares 1,213 Value ($000) $714 Avg Close — Range —