ISHARES TR

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

Evergreen Private Wealth LLC's Holding History (CIK: 0002010098)

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

Q4 2025
Shares 6,539 Value ($000) $806 Avg Close — Range —
Q3 2025
Shares 6,985 Value ($000) $843 Avg Close — Range —
Q2 2025
Shares 6,826 Value ($000) $752 Avg Close — Range —
Q1 2025
Shares 7,229 Value ($000) $671 Avg Close — Range —
Q4 2024
Shares 7,579 Value ($000) $770 Avg Close — Range —
Q3 2024
Shares 7,461 Value ($000) $714 Avg Close — Range —
Q2 2024
Shares 7,108 Value ($000) $658 Avg Close — Range —
Q1 2024
Shares 8,010 Value ($000) $676 Avg Close — Range —
Q4 2023
Shares 9,062 Value ($000) $681 Avg Close — Range —