ISHARES TR

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

Foundation Wealth Management, LLC's Holding History (CIK: 0001966351)

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

Q4 2025
Shares 336,363 Value ($000) $41,500 Avg Close — Range —
Q3 2025
Shares 353,823 Value ($000) $42,713 Avg Close — Range —
Q2 2025
Shares 363,453 Value ($000) $40,015 Avg Close — Range —
Q1 2025
Shares 359,205 Value ($000) $33,345 Avg Close — Range —
Q4 2024
Shares 363,952 Value ($000) $36,952 Avg Close — Range —
Q3 2024
Shares 371,180 Value ($000) $35,540 Avg Close — Range —
Q2 2024
Shares 380,195 Value ($000) $35,183 Avg Close — Range —
Q1 2024
Shares 391,809 Value ($000) $33,084 Avg Close — Range —
Q4 2023
Shares 379,663 Value ($000) $28,513 Avg Close — Range —
Q3 2023
Shares 360,743 Value ($000) $24,681 Avg Close — Range —
Q2 2023
Shares 355,950 Value ($000) $25,087 Avg Close — Range —
Q1 2023
Shares 357,421 Value ($000) $22,835 Avg Close — Range —
Q4 2022
Shares 357,489 Value ($000) $20,913 Avg Close — Range —