ISHARES TR

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

GRAND WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001939443)

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

Q4 2025
Shares 90 Value ($000) $11 Avg Close — Range —
Q3 2025
Shares 76 Value ($000) $9 Avg Close — Range —
Q2 2025
Shares 76 Value ($000) $8 Avg Close — Range —
Q1 2025
Shares 149 Value ($000) $14 Avg Close — Range —
Q4 2024
Shares 149 Value ($000) $15 Avg Close — Range —
Q3 2024
Shares 149 Value ($000) $14 Avg Close — Range —