ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Burton Enright Welch's Holding History (CIK: 0002105919)

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

Q4 2025
Shares 3,309 Value ($000) $2,267 Avg Close — Range —
Q3 2025
Shares 3,114 Value ($000) $2,084 Avg Close — Range —
Q2 2025
Shares 3,114 Value ($000) $1,933 Avg Close — Range —
Q1 2025
Shares 1,357 Value ($000) $762 Avg Close — Range —
Q4 2024
Shares 1,463 Value ($000) $861 Avg Close — Range —
Q3 2024
Shares 1,235 Value ($000) $712 Avg Close — Range —
Q2 2024
Shares 1,235 Value ($000) $676 Avg Close — Range —
Q1 2024
Shares 1,236 Value ($000) $650 Avg Close — Range —
Q4 2023
Shares 1,236 Value ($000) $590 Avg Close — Range —
Q3 2023
Shares 1,237 Value ($000) $531 Avg Close — Range —
Q2 2023
Shares 459 Value ($000) $205 Avg Close — Range —