Ledgewood Wealth Advisors, LLC

Holdings History for INTUITIVE SURGICAL INC - COM NEW (ISRG)

Symbol: ISRG on Nasdaq
Investment type: Equity / COM NEW

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Weight	Change	Value $	Shares	Change	Price	All Holders
31 Dec 2025	0.31%	0%	$538,042	950	0	$566.36	Q4 2025
30 Sep 2025	0.25%	0%	$424,869	950	0	$447.23	Q3 2025
30 Jun 2025	0.33%	0%	$516,240	950	0	$543.41	Q2 2025
31 Mar 2025	0.3%	0%	$470,507	950	0	$495.27	Q1 2025
31 Dec 2024	0.32%	0%	$495,862	950	0	$521.96	Q4 2024
30 Sep 2024	0.31%	+0.02%	$466,707	950	+50	$491.27	Q3 2024
30 Jun 2024	0.35%	0%	$400,365	900	0	$444.85	Q2 2024
31 Mar 2024	0.33%	0%	$359,181	900	0	$399.09	Q1 2024
31 Dec 2023	0.28%	0%	$303,624	900	0	$337.36	Q4 2023

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.