Arash Ghodoosi - Dec 3, 2025 Form 4 Insider Report for Institutional Investment Strategy Fund (IVYIX)

Signature
Arash Ghodoosi
Stock symbol
IVYIX
Transactions as of
Dec 3, 2025
Transactions value $
$24
Form type
4
Date filed
12/4/2025, 03:10 PM
Previous filing
Dec 2, 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Ghodoosi Arash Principal Financial Officer 2261 MARKET STREET, #5190, SAN FRANCISCO Arash Ghodoosi 2025-12-03 0002004397

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction IVYIX Institutional Investment Strategy Fund - Investor Class Shar Purchase $24.40 +2 +0.1% $12.20 2K Dec 3, 2025 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.