ISHARES TR

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

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 8,472 Value ($000) $1,044 Avg Close — Range —
Q3 2025
Shares 8,516 Value ($000) $1,028 Avg Close — Range —
Q2 2025
Shares 8,719 Value ($000) $960 Avg Close — Range —
Q1 2025
Shares 18,466 Value ($000) $1,714 Avg Close — Range —