ISHARES TR

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

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 2,033 Value ($000) $251 Avg Close — Range —
Q3 2025
Shares 2,427 Value ($000) $293 Avg Close — Range —
Q2 2025
Shares 2,426 Value ($000) $267 Avg Close — Range —
Q1 2025
Shares 2,512 Value ($000) $233 Avg Close — Range —