ISHARES TR

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

ATLANTIC FAMILY WEALTH, LLC's Holding History (CIK: 0002012511)

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

Q4 2025
Shares 66,001 Value ($000) $8,135 Avg Close — Range —
Q3 2025
Shares 64,231 Value ($000) $7,754 Avg Close — Range —
Q2 2025
Shares 62,071 Value ($000) $6,834 Avg Close — Range —
Q1 2025
Shares 63,208 Value ($000) $5,868 Avg Close — Range —
Q4 2024
Shares 62,053 Value ($000) $6,300 Avg Close — Range —