ISHARES TR

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

LifeSteps Financial, Inc.'s Holding History (CIK: 0001801373)

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

Q4 2025
Shares 1,071 Value ($000) $227 Avg Close — Range —
Q3 2025
Shares 982 Value ($000) $203 Avg Close — Range —
Q1 2024
Shares 673 Value ($000) $126 Avg Close — Range —