ISHARES TR

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

Laidlaw Wealth Management LLC's Holding History (CIK: 0001800608)

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

Q2 2023
Shares 2,216 Value ($000) $357 Avg Close — Range —
Q1 2023
Shares 2,213 Value ($000) $336 Avg Close — Range —
Q4 2022
Shares 2,689 Value ($000) $390 Avg Close — Range —
Q3 2022
Shares 2,687 Value ($000) $345 Avg Close — Range —
Q2 2022
Shares 1,624 Value ($000) $223 Avg Close — Range —
Q1 2022
Shares 1,299 Value ($000) $202 Avg Close — Range —