ISHARES TR

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

49 WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002022291)

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

Q4 2025
Shares 4,986 Value ($000) $615 Avg Close — Range —
Q3 2025
Shares 4,879 Value ($000) $589 Avg Close — Range —
Q2 2025
Shares 6,552 Value ($000) $721 Avg Close — Range —
Q1 2025
Shares 6,934 Value ($000) $644 Avg Close — Range —
Q4 2024
Shares 7,256 Value ($000) $737 Avg Close — Range —
Q3 2024
Shares 10,880 Value ($000) $1,042 Avg Close — Range —
Q2 2024
Shares 8,179 Value ($000) $763 Avg Close — Range —
Q1 2024
Shares 6,014 Value ($000) $509 Avg Close — Range —
Q4 2023
Shares 5,842 Value ($000) $439 Avg Close — Range —