ISHARES TR

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

Hoxton Planning & Management, LLC's Holding History (CIK: 0001954782)

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

Q4 2025
Shares 47,008 Value ($000) $5,794 Avg Close — Range —
Q3 2025
Shares 47,092 Value ($000) $5,685 Avg Close — Range —
Q2 2025
Shares 47,416 Value ($000) $5,220 Avg Close — Range —
Q1 2025
Shares 52,599 Value ($000) $4,883 Avg Close — Range —
Q4 2024
Shares 53,038 Value ($000) $5,385 Avg Close — Range —
Q3 2024
Shares 57,559 Value ($000) $5,511 Avg Close — Range —
Q2 2024
Shares 60,026 Value ($000) $5,555 Avg Close — Range —
Q1 2024
Shares 37,896 Value ($000) $3,200 Avg Close — Range —
Q4 2023
Shares 14,527 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 13,927 Value ($000) $1 Avg Close — Range —