ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Saxony Capital Management, LLC's Holding History (CIK: 0001561330)

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

Q4 2025
Shares 28,020 Value ($000) $3,454 Avg Close — Range —
Q3 2025
Shares 37,869 Value ($000) $4,572 Avg Close — Range —
Q2 2025
Shares 9,032 Value ($000) $994 Avg Close — Range —
Q4 2024
Shares 31,985 Value ($000) $3,247 Avg Close — Range —
Q3 2024
Shares 21,765 Value ($000) $2,084 Avg Close — Range —
Q2 2024
Shares 18,217 Value ($000) $1,686 Avg Close — Range —