ISHARES TR

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

Synergy Asset Management, LLC's Holding History (CIK: 0001699080)

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

Q4 2025
Shares 1,806 Value ($000) $223 Avg Close — Range —
Q4 2024
Shares 214 Value ($000) $21 Avg Close — Range —