ISHARES TR

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

ORG Wealth Partners, LLC's Holding History (CIK: 0002032602)

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

Q4 2025
Shares 129 Value ($000) $16 Avg Close — Range —
Q3 2025
Shares 278 Value ($000) $34 Avg Close — Range —
Q2 2025
Shares 278 Value ($000) $30 Avg Close — Range —
Q1 2025
Shares 471 Value ($000) $44 Avg Close — Range —
Q4 2024
Shares 691 Value ($000) $70 Avg Close — Range —
Q3 2024
Shares 691 Value ($000) $66 Avg Close — Range —