ISHARES TR

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

Legacy Wealth Management, LLC / MS's Holding History (CIK: 0002047443)

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

Q4 2021
Shares 3,395 Value ($000) $284 Avg Close — Range —
Q3 2021
Shares 34,325 Value ($000) $2,537 Avg Close — Range —
Q2 2021
Shares 35,120 Value ($000) $2,554 Avg Close — Range —
Q1 2021
Shares 37,828 Value ($000) $2,463 Avg Close — Range —
Q4 2020
Shares 37,838 Value ($000) $2,415 Avg Close — Range —
Q3 2020
Shares 9,050 Value ($000) $2,091 Avg Close — Range —
Q2 2020
Shares 9,050 Value ($000) $1,878 Avg Close — Range —
Q1 2020
Shares 7,500 Value ($000) $1,238 Avg Close — Range —
Q4 2019
Shares 7,500 Value ($000) $1,452 Avg Close — Range —