ISHARES TR

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

Core Wealth Management, Inc.'s Holding History (CIK: 0001965150)

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

Q4 2025
Shares 3,017 Value ($000) $372 Avg Close — Range —
Q3 2025
Shares 3,099 Value ($000) $374 Avg Close — Range —
Q2 2025
Shares 3,099 Value ($000) $341 Avg Close — Range —
Q1 2025
Shares 3,099 Value ($000) $288 Avg Close — Range —
Q4 2024
Shares 3,099 Value ($000) $315 Avg Close — Range —
Q3 2024
Shares 3,099 Value ($000) $287 Avg Close — Range —
Q2 2024
Shares 3,099 Value ($000) $287 Avg Close — Range —
Q1 2024
Shares 3,099 Value ($000) $262 Avg Close — Range —
Q4 2023
Shares 3,099 Value ($000) $233 Avg Close — Range —
Q3 2023
Shares 3,099 Value ($000) $212 Avg Close — Range —
Q2 2023
Shares 3,099 Value ($000) $218 Avg Close — Range —