ISHARES TR

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

Synergy Investment Management, LLC's Holding History (CIK: 0002053786)

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

Q4 2025
Shares 14,800 Value ($000) $1,824 Avg Close — Range —
Q3 2025
Shares 12,406 Value ($000) $1,498 Avg Close — Range —
Q2 2025
Shares 10,744 Value ($000) $1,183 Avg Close — Range —
Q1 2025
Shares 10,670 Value ($000) $991 Avg Close — Range —
Q4 2024
Shares 10,923 Value ($000) $1,109 Avg Close — Range —