ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Barnes Wealth Management Group, Inc's Holding History (CIK: 0002066194)

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

Q4 2025
Shares 12,051 Value ($000) $8,254 Avg Close — Range —
Q3 2025
Shares 11,806 Value ($000) $7,901 Avg Close — Range —
Q2 2025
Shares 11,510 Value ($000) $7,146 Avg Close — Range —
Q1 2025
Shares 17,889 Value ($000) $10,052 Avg Close — Range —
Q4 2024
Shares 18,809 Value ($000) $11,072 Avg Close — Range —