ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Neumann Capital Management, LLC's Holding History (CIK: 0001631930)

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

Q4 2025
Shares 9,489 Value ($000) $2,012 Avg Close — Range —
Q3 2025
Shares 9,645 Value ($000) $1,992 Avg Close — Range —
Q2 2025
Shares 9,895 Value ($000) $1,934 Avg Close — Range —
Q1 2025
Shares 11,515 Value ($000) $2,195 Avg Close — Range —
Q4 2024
Shares 11,415 Value ($000) $2,179 Avg Close — Range —
Q3 2024
Shares 10,405 Value ($000) $2,052 Avg Close — Range —
Q1 2015
Shares 5,670 Value ($000) $525 Avg Close — Range —
Q4 2014
Shares 5,670 Value ($000) $532 Avg Close — Range —