ISHARES TR

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

OFC FINANCIAL PLANNING, LLC's Holding History (CIK: 0002052590)

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

Q4 2025
Shares 10,598 Value ($000) $1,306 Avg Close — Range —
Q3 2025
Shares 10,598 Value ($000) $1,279 Avg Close — Range —
Q2 2025
Shares 10,598 Value ($000) $1,167 Avg Close — Range —
Q1 2025
Shares 12,364 Value ($000) $1,148 Avg Close — Range —
Q4 2024
Shares 12,604 Value ($000) $1,280 Avg Close — Range —