ISHARES TR

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

GEN Financial Management, INC.'s Holding History (CIK: 0002032497)

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

Q4 2025
Shares 6,535 Value ($000) $806 Avg Close — Range —
Q3 2025
Shares 6,569 Value ($000) $793 Avg Close — Range —
Q2 2025
Shares 6,773 Value ($000) $746 Avg Close — Range —
Q1 2025
Shares 6,805 Value ($000) $632 Avg Close — Range —
Q4 2024
Shares 6,933 Value ($000) $704 Avg Close — Range —