ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

United Financial Planning Group LLC's Holding History (CIK: 0002088337)

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

Q4 2025
Shares 396 Value ($000) $272 Avg Close — Range —
Q3 2025
Shares 548 Value ($000) $354 Avg Close — Range —