ISHARES TR

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

KKM Financial LLC's Holding History (CIK: 0002001943)

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

Q2 2025
Shares 2,500 Value ($000) $275 Avg Close — Range —
Q1 2025
Shares 2,500 Value ($000) $232 Avg Close — Range —
Q4 2024
Shares 3,500 Value ($000) $355 Avg Close — Range —
Q3 2024
Shares 3,500 Value ($000) $335 Avg Close — Range —
Q2 2024
Shares 3,500 Value ($000) $324 Avg Close — Range —
Q1 2024
Shares 3,500 Value ($000) $296 Avg Close — Range —
Q4 2023
Shares 3,500 Value ($000) $263 Avg Close — Range —