ISHARES TR

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

Stokes Family Office, LLC's Holding History (CIK: 0001802278)

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

Q4 2025
Shares 257,225 Value ($000) $31,706 Avg Close — Range —
Q3 2025
Shares 250,683 Value ($000) $30,262 Avg Close — Range —
Q2 2025
Shares 270,156 Value ($000) $29,744 Avg Close — Range —
Q1 2025
Shares 290,340 Value ($000) $26,952 Avg Close — Range —
Q4 2024
Shares 307,968 Value ($000) $31,268 Avg Close — Range —
Q3 2024
Shares 327,891 Value ($000) $31,396 Avg Close — Range —
Q2 2024
Shares 343,407 Value ($000) $31,779 Avg Close — Range —
Q1 2024
Shares 215,033 Value ($000) $18,157 Avg Close — Range —
Q4 2023
Shares 97,196 Value ($000) $7,299 Avg Close — Range —
Q3 2023
Shares 118,967 Value ($000) $8,140 Avg Close — Range —
Q2 2023
Shares 25,196 Value ($000) $1,776 Avg Close — Range —
Q1 2023
Shares 8,689 Value ($000) $555 Avg Close — Range —
Q4 2022
Shares 7,068 Value ($000) $413 Avg Close — Range —
Q3 2022
Shares 9,137 Value ($000) $529 Avg Close — Range —
Q2 2022
Shares 14,946 Value ($000) $902 Avg Close — Range —
Q1 2022
Shares 9,320 Value ($000) $712 Avg Close — Range —
Q4 2021
Shares 3,348 Value ($000) $280 Avg Close — Range —
Q3 2021
Shares 2,957 Value ($000) $219 Avg Close — Range —
Q2 2021
Shares 2,957 Value ($000) $215 Avg Close — Range —
Q1 2021
Shares 4,351 Value ($000) $283 Avg Close — Range —