ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q4 2025
Shares 14,623 Value ($000) $1,802 Avg Close — Range —
Q3 2025
Shares 13,684 Value ($000) $1,652 Avg Close — Range —
Q2 2025
Shares 11,432 Value ($000) $1,259 Avg Close — Range —
Q1 2025
Shares 9,486 Value ($000) $881 Avg Close — Range —