ISHARES TR

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

Oregon Pacific Wealth Management, LLC's Holding History (CIK: 0002043757)

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

Q4 2025
Shares 2,027 Value ($000) $250 Avg Close — Range —
Q3 2025
Shares 2,624 Value ($000) $317 Avg Close — Range —
Q2 2025
Shares 2,638 Value ($000) $290 Avg Close — Range —
Q1 2025
Shares 2,590 Value ($000) $240 Avg Close — Range —