ISHARES TR

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

SOFI WEALTH, LLC's Holding History (CIK: 0001925582)

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

Q4 2025
Shares 2,104,088 Value ($000) $259,350 Avg Close — Range —
Q3 2025
Shares 1,905,256 Value ($000) $230,003 Avg Close — Range —
Q2 2025
Shares 1,934,851 Value ($000) $213,027 Avg Close — Range —
Q1 2025
Shares 1,857,008 Value ($000) $172,386 Avg Close — Range —
Q4 2024
Shares 45,034 Value ($000) $4,572 Avg Close — Range —