ISHARES TR

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

Synergy Asset Management, LLC's Holding History (CIK: 0001699080)

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

Q4 2024
Shares 9 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 6,663 Value ($000) $1,213 Avg Close — Range —
Q4 2023
Shares 1,215 Value ($000) $211 Avg Close — Range —