ISHARES TR

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

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 3,218 Value ($000) $397 Avg Close — Range —
Q3 2025
Shares 2,971 Value ($000) $359 Avg Close — Range —