ISHARES TR

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

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2025
Shares 4,625 Value ($000) $570 Avg Close — Range —
Q3 2025
Shares 4,625 Value ($000) $558 Avg Close — Range —
Q2 2025
Shares 4,625 Value ($000) $509 Avg Close — Range —
Q1 2025
Shares 7,455 Value ($000) $692 Avg Close — Range —
Q4 2024
Shares 7,455 Value ($000) $757 Avg Close — Range —
Q3 2024
Shares 7,965 Value ($000) $763 Avg Close — Range —
Q2 2024
Shares 7,965 Value ($000) $737 Avg Close — Range —
Q4 2023
Shares 10,820 Value ($000) $813 Avg Close — Range —
Q3 2023
Shares 10,820 Value ($000) $740 Avg Close — Range —
Q2 2023
Shares 15,400 Value ($000) $1,085 Avg Close — Range —
Q1 2023
Shares 15,400 Value ($000) $984 Avg Close — Range —
Q4 2022
Shares 15,600 Value ($000) $913 Avg Close — Range —
Q3 2022
Shares 15,600 Value ($000) $903 Avg Close — Range —
Q2 2022
Shares 15,600 Value ($000) $941 Avg Close — Range —
Q1 2022
Shares 24,100 Value ($000) $2,017 Avg Close — Range —
Q4 2021
Shares 24,100 Value ($000) $2,017 Avg Close — Range —
Q3 2021
Shares 24,100 Value ($000) $1,781 Avg Close — Range —
Q2 2021
Shares 24,100 Value ($000) $1,753 Avg Close — Range —
Q1 2021
Shares 26,700 Value ($000) $1,738 Avg Close — Range —
Q4 2020
Shares 26,700 Value ($000) $1,704 Avg Close — Range —