ISHARES TR

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

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 270,105 Value ($000) $33,293 Avg Close — Range —
Q3 2025
Shares 210,875 Value ($000) $25,457 Avg Close — Range —
Q2 2025
Shares 174,383 Value ($000) $19,200 Avg Close — Range —
Q1 2025
Shares 184,005 Value ($000) $17,081 Avg Close — Range —
Q4 2024
Shares 154,767 Value ($000) $15,713 Avg Close — Range —
Q3 2024
Shares 62,215 Value ($000) $5,957 Avg Close — Range —
Q2 2024
Shares 619 Value ($000) $57 Avg Close — Range —