ISHARES TR

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

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 3,482 Value ($000) $429 Avg Close — Range —
Q3 2025
Shares 3,482 Value ($000) $420 Avg Close — Range —
Q2 2025
Shares 3,482 Value ($000) $383 Avg Close — Range —
Q1 2025
Shares 3,482 Value ($000) $323 Avg Close — Range —
Q4 2024
Shares 5,782 Value ($000) $587 Avg Close — Range —
Q3 2024
Shares 5,782 Value ($000) $554 Avg Close — Range —
Q2 2024
Shares 5,782 Value ($000) $535 Avg Close — Range —
Q1 2024
Shares 5,782 Value ($000) $488 Avg Close — Range —
Q4 2023
Shares 5,782 Value ($000) $434 Avg Close — Range —
Q3 2023
Shares 5,782 Value ($000) $396 Avg Close — Range —
Q2 2023
Shares 6,879 Value ($000) $485 Avg Close — Range —
Q4 2021
Shares 2,596 Value ($000) $217 Avg Close — Range —