ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

NerdWallet Wealth Partners, LLC's Holding History (CIK: 0002079593)

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

Q4 2025
Shares 109,007 Value ($000) $74,569 Avg Close — Range —
Q3 2025
Shares 99,045 Value ($000) $66,212 Avg Close — Range —