ISHARES TR

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

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 3,379 Value ($000) $416 Avg Close — Range —
Q3 2025
Shares 3,239 Value ($000) $391 Avg Close — Range —
Q2 2025
Shares 4,449 Value ($000) $490 Avg Close — Range —
Q1 2025
Shares 4,444 Value ($000) $413 Avg Close — Range —
Q4 2024
Shares 4,439 Value ($000) $451 Avg Close — Range —
Q3 2024
Shares 3,671 Value ($000) $351 Avg Close — Range —
Q2 2024
Shares 3,230 Value ($000) $299 Avg Close — Range —
Q1 2024
Shares 4,797 Value ($000) $405 Avg Close — Range —
Q4 2023
Shares 4,801 Value ($000) $281 Avg Close — Range —
Q3 2023
Shares 4,821 Value ($000) $330 Avg Close — Range —
Q2 2023
Shares 4,821 Value ($000) $340 Avg Close — Range —
Q1 2023
Shares 4,811 Value ($000) $307 Avg Close — Range —
Q4 2022
Shares 4,801 Value ($000) $281 Avg Close — Range —
Q3 2022
Shares 3,623 Value ($000) $210 Avg Close — Range —
Q2 2022
Shares 3,623 Value ($000) $219 Avg Close — Range —
Q1 2022
Shares 3,617 Value ($000) $276 Avg Close — Range —
Q4 2021
Shares 3,611 Value ($000) $302 Avg Close — Range —
Q3 2021
Shares 3,602 Value ($000) $266 Avg Close — Range —
Q2 2021
Shares 3,635 Value ($000) $264 Avg Close — Range —
Q1 2021
Shares 3,626 Value ($000) $236 Avg Close — Range —
Q4 2020
Shares 3,626 Value ($000) $231 Avg Close — Range —