ISHARES TR

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

Chancellor Financial Group WB LP's Holding History (CIK: 0002059742)

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

Q4 2025
Shares 8,435 Value ($000) $1,040 Avg Close — Range —
Q3 2025
Shares 8,834 Value ($000) $1,066 Avg Close — Range —
Q2 2025
Shares 8,833 Value ($000) $973 Avg Close — Range —
Q1 2025
Shares 8,832 Value ($000) $820 Avg Close — Range —
Q4 2024
Shares 8,281 Value ($000) $841 Avg Close — Range —