ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q4 2025
Shares 194,530 Value ($000) $133,242 Avg Close — Range —
Q3 2025
Shares 176,946 Value ($000) $118,430 Avg Close — Range —
Q2 2025
Shares 154,664 Value ($000) $96,031 Avg Close — Range —
Q1 2025
Shares 132,168 Value ($000) $74,265 Avg Close — Range —