ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Valued Wealth Advisors LLC's Holding History (CIK: 0002007175)

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

Q4 2025
Shares 727 Value ($000) $498 Avg Close — Range —
Q3 2025
Shares 986 Value ($000) $660 Avg Close — Range —
Q2 2025
Shares 986 Value ($000) $612 Avg Close — Range —
Q1 2025
Shares 1,107 Value ($000) $622 Avg Close — Range —
Q4 2024
Shares 991 Value ($000) $584 Avg Close — Range —
Q3 2024
Shares 598 Value ($000) $345 Avg Close — Range —
Q2 2024
Shares 408 Value ($000) $223 Avg Close — Range —
Q1 2024
Shares 407 Value ($000) $214 Avg Close — Range —
Q4 2023
Shares 376 Value ($000) $161 Avg Close — Range —