ISHARES TR

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

Thrive Wealth Management, LLC's Holding History (CIK: 0001847610)

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

Q4 2025
Shares 9,824 Value ($000) $1,211 Avg Close — Range —
Q3 2025
Shares 9,859 Value ($000) $1,190 Avg Close — Range —
Q2 2025
Shares 9,924 Value ($000) $1,093 Avg Close — Range —
Q1 2025
Shares 10,067 Value ($000) $935 Avg Close — Range —
Q4 2024
Shares 10,082 Value ($000) $1,024 Avg Close — Range —
Q3 2024
Shares 8,794 Value ($000) $842 Avg Close — Range —
Q2 2024
Shares 8,793 Value ($000) $814 Avg Close — Range —
Q1 2024
Shares 8,779 Value ($000) $741 Avg Close — Range —
Q4 2023
Shares 7,971 Value ($000) $599 Avg Close — Range —
Q3 2023
Shares 7,990 Value ($000) $547 Avg Close — Range —
Q2 2023
Shares 7,993 Value ($000) $563 Avg Close — Range —
Q1 2023
Shares 7,892 Value ($000) $504 Avg Close — Range —
Q4 2021
Shares 2,409 Value ($000) $202 Avg Close — Range —