ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Kondo Wealth Advisors, Inc.'s Holding History (CIK: 0002070929)

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

Q4 2025
Shares 1,496 Value ($000) $1,025 Avg Close — Range —
Q3 2025
Shares 1,496 Value ($000) $1,001 Avg Close — Range —
Q2 2025
Shares 1,498 Value ($000) $930 Avg Close — Range —
Q1 2025
Shares 1,210 Value ($000) $680 Avg Close — Range —
Q4 2024
Shares 1,213 Value ($000) $714 Avg Close — Range —