ISHARES TR

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

Allegiance Financial Group Advisory Services LLC's Holding History (CIK: 0001964068)

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

Q4 2025
Shares 2,173 Value ($000) $268 Avg Close — Range —
Q3 2025
Shares 2,172 Value ($000) $262 Avg Close — Range —
Q2 2025
Shares 4,383 Value ($000) $483 Avg Close — Range —