ISHARES TR

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

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2023
Shares 22,310 Value ($000) $1,675 Avg Close — Range —
Q3 2023
Shares 21,813 Value ($000) $1,492 Avg Close — Range —
Q2 2023
Shares 47,390 Value ($000) $3,340 Avg Close — Range —
Q1 2023
Shares 47,470 Value ($000) $3,033 Avg Close — Range —
Q4 2022
Shares 35,890 Value ($000) $2,100 Avg Close — Range —