ISHARES TR

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

Lee-Kelleher Wealth Management's Holding History (CIK: 0002063827)

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

Q4 2025
Shares 86,836 Value ($000) $10,703 Avg Close — Range —
Q3 2025
Shares 94,045 Value ($000) $11,353 Avg Close — Range —
Q2 2025
Shares 106,988 Value ($000) $11,779 Avg Close — Range —
Q1 2025
Shares 107,841 Value ($000) $10,011 Avg Close — Range —
Q4 2024
Shares 108,180 Value ($000) $10,984 Avg Close — Range —