ISHARES TR

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

Dynasty Wealth Management, LLC's Holding History (CIK: 0001727599)

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

Q4 2025
Shares 334,681 Value ($000) $41,253 Avg Close — Range —
Q3 2025
Shares 315,669 Value ($000) $38,108 Avg Close — Range —
Q2 2025
Shares 185,503 Value ($000) $20,424 Avg Close — Range —
Q1 2025
Shares 223,034 Value ($000) $20,704 Avg Close — Range —
Q4 2024
Shares 175,178 Value ($000) $17,786 Avg Close — Range —
Q3 2024
Shares 65,448 Value ($000) $6,400 Avg Close — Range —
Q2 2024
Shares 157,162 Value ($000) $14,544 Avg Close — Range —