ISHARES TR

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

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 6,473 Value ($000) $1,373 Avg Close — Range —
Q3 2025
Shares 4,331 Value ($000) $894 Avg Close — Range —
Q2 2025
Shares 4,014 Value ($000) $785 Avg Close — Range —
Q1 2025
Shares 2,370 Value ($000) $452 Avg Close — Range —
Q4 2024
Shares 1,993 Value ($000) $380 Avg Close — Range —
Q1 2020
Shares 893 Value ($000) $86 Avg Close — Range —
Q4 2019
Shares 5,006 Value ($000) $651 Avg Close — Range —
Q3 2019
Shares 803 Value ($000) $96 Avg Close — Range —
Q2 2019
Shares 803 Value ($000) $93 Avg Close — Range —
Q1 2019
Shares 803 Value ($000) $91 Avg Close — Range —