ISHARES TR

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

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 1,806 Value ($000) $223 Avg Close — Range —
Q3 2025
Shares 1,348 Value ($000) $163 Avg Close — Range —
Q2 2025
Shares 1,480 Value ($000) $163 Avg Close — Range —
Q1 2025
Shares 2,385 Value ($000) $221 Avg Close — Range —
Q4 2024
Shares 890 Value ($000) $90 Avg Close — Range —
Q3 2024
Shares 882 Value ($000) $84 Avg Close — Range —
Q2 2024
Shares 881 Value ($000) $82 Avg Close — Range —
Q1 2024
Shares 880 Value ($000) $74 Avg Close — Range —
Q4 2023
Shares 880 Value ($000) $66 Avg Close — Range —
Q3 2023
Shares 876 Value ($000) $60 Avg Close — Range —
Q2 2023
Shares 876 Value ($000) $62 Avg Close — Range —
Q1 2023
Shares 874 Value ($000) $56 Avg Close — Range —
Q4 2022
Shares 872 Value ($000) $51 Avg Close — Range —
Q3 2022
Shares 871 Value ($000) $50 Avg Close — Range —
Q2 2022
Shares 899 Value ($000) $54 Avg Close — Range —
Q1 2022
Shares 232 Value ($000) $18 Avg Close — Range —
Q4 2021
Shares 233 Value ($000) $19 Avg Close — Range —