ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Vestwell Advisors, LLC's Holding History (CIK: 0002081474)

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

Q4 2025
Shares 294,414 Value ($000) $201,656 Avg Close — Range —
Q3 2025
Shares 98,366 Value ($000) $65,836 Avg Close — Range —
Q2 2025
Shares 66,317 Value ($000) $41,176 Avg Close — Range —