ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Portus Wealth Advisors, LLC's Holding History (CIK: 0002097516)

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

Q4 2025
Shares 355 Value ($000) $243 Avg Close — Range —
Q3 2025
Shares 408 Value ($000) $273 Avg Close — Range —