ISHARES TR

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

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025

Shares 13,678 Value ($000) $1,686 Avg Close — Range —

Q3 2025

Shares 13,650 Value ($000) $1,648 Avg Close — Range —

Q4 2024

Shares 13,173 Value ($000) $1,337 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,678	$1,686	—	—
Q3 2025	13,650	$1,648	—	—
Q4 2024	13,173	$1,337	—	—