ISHARES TR

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

Level Wealth Management LLC's Holding History (CIK: 0002036775)

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

Q4 2025
Shares 4,876 Value ($000) $601 Avg Close Range
Q3 2025
Shares 4,876 Value ($000) $589 Avg Close Range
Q2 2025
Shares 4,876 Value ($000) $537 Avg Close Range