ISHARES TR

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

Callan Family Office, LLC's Holding History (CIK: 0001938970)

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

Q4 2025
Shares 198,679 Value ($000) $24,489 Avg Close — Range —
Q3 2025
Shares 193,833 Value ($000) $23,399 Avg Close — Range —
Q2 2025
Shares 178,398 Value ($000) $19,642 Avg Close — Range —
Q1 2025
Shares 177,564 Value ($000) $16,483 Avg Close — Range —
Q4 2024
Shares 172,567 Value ($000) $17,521 Avg Close — Range —
Q3 2024
Shares 161,809 Value ($000) $15,493 Avg Close — Range —
Q2 2024
Shares 159,341 Value ($000) $14,745 Avg Close — Range —
Q1 2024
Shares 162,261 Value ($000) $13,701 Avg Close — Range —
Q4 2023
Shares 160,698 Value ($000) $12,068 Avg Close — Range —
Q3 2023
Shares 141,031 Value ($000) $9,649 Avg Close — Range —
Q2 2023
Shares 132,734 Value ($000) $9,355 Avg Close — Range —
Q1 2023
Shares 139,964 Value ($000) $8,942 Avg Close — Range —
Q4 2022
Shares 133,732 Value ($000) $7,823 Avg Close — Range —