ISHARES TR

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

Legacy Financial Strategies, LLC's Holding History (CIK: 0001723925)

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

Q4 2025
Shares 1,116 Value ($000) $237 Avg Close — Range —
Q3 2025
Shares 1,116 Value ($000) $230 Avg Close — Range —
Q2 2025
Shares 1,116 Value ($000) $218 Avg Close — Range —
Q1 2025
Shares 1,138 Value ($000) $217 Avg Close — Range —
Q4 2024
Shares 1,138 Value ($000) $216 Avg Close — Range —
Q3 2024
Shares 1,135 Value ($000) $224 Avg Close — Range —