Legacy Bridge’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$310K	Hold	500	–	–	0.15%	122
2025 Q1	$281K	Hold	500	–	–	0.16%	124
2024 Q4	$294K	Hold	500	–	–	0.15%	126
2024 Q3	$288K	Hold	500	–	–	0.16%	126
2024 Q2	$274K	Hold	500	–	–	0.16%	117
2024 Q1	$263K	Hold	500	–	–	0.15%	125
2023 Q4	$239K	Hold	500	–	–	0.15%	130
2023 Q3	$215K	Hold	500	–	–	0.15%	136
2023 Q2	$223K	Hold	500	–	–	0.15%	138
2023 Q1	$206K	Hold	500	–	–	0.14%	138
2022 Q4	$192K	Buy	+500	New	+$192K	0.14%	139