ISHARES TR

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

Koss-Olinger Consulting, LLC's Holding History (CIK: 0001861163)

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

Q4 2025
Shares 77,560 Value ($000) $9,560 Avg Close — Range —
Q3 2025
Shares 118,205 Value ($000) $13,014 Avg Close — Range —
Q2 2025
Shares 117,757 Value ($000) $12,965 Avg Close — Range —
Q1 2025
Shares 122,217 Value ($000) $11,345 Avg Close — Range —
Q4 2024
Shares 121,134 Value ($000) $12 Avg Close — Range —
Q3 2024
Shares 120,484 Value ($000) $11,536 Avg Close — Range —
Q2 2024
Shares 121,082 Value ($000) $11,205 Avg Close — Range —
Q4 2023
Shares 122,531 Value ($000) $9,202 Avg Close — Range —
Q3 2023
Shares 123,830 Value ($000) $8,472 Avg Close — Range —
Q2 2023
Shares 123,936 Value ($000) $8,735 Avg Close — Range —
Q1 2023
Shares 122,851 Value ($000) $7,849 Avg Close — Range —
Q4 2022
Shares 112,590 Value ($000) $6,587 Avg Close — Range —
Q3 2022
Shares 95,801 Value ($000) $5,542 Avg Close — Range —
Q2 2022
Shares 34,757 Value ($000) $2,098 Avg Close — Range —
Q1 2022
Shares 98,564 Value ($000) $7,528 Avg Close — Range —
Q4 2021
Shares 61,474 Value ($000) $5,144 Avg Close — Range —
Q3 2021
Shares 62,707 Value ($000) $4,635 Avg Close — Range —
Q2 2021
Shares 62,720 Value ($000) $4,562 Avg Close — Range —
Q1 2021
Shares 63,523 Value ($000) $4,136 Avg Close — Range —