ISHARES TR

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

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025
Shares 125,127 Value ($000) $15,625 Avg Close — Range —
Q3 2025
Shares 4,346 Value ($000) $545 Avg Close — Range —
Q2 2025
Shares 4,346 Value ($000) $503 Avg Close — Range —
Q1 2025
Shares 4,366 Value ($000) $413 Avg Close — Range —
Q4 2024
Shares 4,440 Value ($000) $449 Avg Close — Range —
Q3 2024
Shares 4,462 Value ($000) $430 Avg Close — Range —
Q2 2024
Shares 2,721 Value ($000) $231 Avg Close — Range —