ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Fonville Wealth Management LLC's Holding History (CIK: 0002008703)

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

Q4 2025
Shares 12,921 Value ($000) $1,423 Avg Close — Range —
Q3 2025
Shares 14,013 Value ($000) $1,548 Avg Close — Range —
Q2 2025
Shares 13,353 Value ($000) $1,474 Avg Close — Range —
Q1 2025
Shares 16,604 Value ($000) $1,834 Avg Close — Range —
Q4 2024
Shares 7,798 Value ($000) $859 Avg Close — Range —
Q3 2024
Shares 3,795 Value ($000) $420 Avg Close — Range —
Q2 2024
Shares 2,600 Value ($000) $287 Avg Close — Range —
Q1 2024
Shares 2,409 Value ($000) $266 Avg Close — Range —
Q4 2023
Shares 2,222 Value ($000) $245 Avg Close — Range —