ISHARES TR

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

BigSur Wealth Management LLC's Holding History (CIK: 0001659171)

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

Q4 2025
Shares 8,500 Value ($000) $1,803 Avg Close — Range —
Q3 2025
Shares 8,500 Value ($000) $1,755 Avg Close — Range —
Q2 2025
Shares 8,500 Value ($000) $1,661 Avg Close — Range —
Q1 2025
Shares 8,500 Value ($000) $1,620 Avg Close — Range —
Q4 2024
Shares 8,500 Value ($000) $1,622 Avg Close — Range —
Q3 2024
Shares 8,500 Value ($000) $1,676 Avg Close — Range —
Q2 2024
Shares 8,500 Value ($000) $1,547 Avg Close — Range —
Q1 2024
Shares 8,500 Value ($000) $1,588 Avg Close — Range —
Q4 2023
Shares 8,500 Value ($000) $1,478 Avg Close — Range —
Q3 2023
Shares 8,500 Value ($000) $1,315 Avg Close — Range —
Q2 2023
Shares 8,500 Value ($000) $1,370 Avg Close — Range —
Q1 2023
Shares 8,500 Value ($000) $1,290 Avg Close — Range —
Q4 2022
Shares 8,500 Value ($000) $1,233 Avg Close — Range —
Q3 2022
Shares 8,500 Value ($000) $1,092 Avg Close — Range —
Q2 2022
Shares 8,500 Value ($000) $1,168 Avg Close — Range —
Q1 2022
Shares 8,500 Value ($000) $1,324 Avg Close — Range —
Q4 2021
Shares 8,500 Value ($000) $1,331 Avg Close — Range —
Q3 2021
Shares 8,500 Value ($000) $1,236 Avg Close — Range —
Q2 2021
Shares 8,500 Value ($000) $1,255 Avg Close — Range —
Q1 2021
Shares 8,500 Value ($000) $1,201 Avg Close — Range —
Q4 2020
Shares 8,500 Value ($000) $1,088 Avg Close — Range —
Q3 2020
Shares 8,500 Value ($000) $956 Avg Close — Range —
Q2 2020
Shares 5,500 Value ($000) $595 Avg Close — Range —
Q1 2020
Shares 5,500 Value ($000) $529 Avg Close — Range —