ISHARES TR

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

REGIMEN WEALTH, LLC's Holding History (CIK: 0001963863)

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

Q4 2025
Shares 25,344 Value ($000) $3,124 Avg Close — Range —
Q3 2025
Shares 25,533 Value ($000) $3,081 Avg Close — Range —
Q2 2025
Shares 25,489 Value ($000) $2,806 Avg Close — Range —
Q1 2025
Shares 27,935 Value ($000) $2,595 Avg Close — Range —
Q4 2024
Shares 28,441 Value ($000) $2,884 Avg Close — Range —
Q3 2024
Shares 20,637 Value ($000) $1,976 Avg Close — Range —
Q2 2024
Shares 20,855 Value ($000) $1,930 Avg Close — Range —
Q1 2024
Shares 8,482 Value ($000) $716 Avg Close — Range —
Q4 2023
Shares 8,775 Value ($000) $659 Avg Close — Range —
Q3 2023
Shares 8,616 Value ($000) $590 Avg Close — Range —