ISHARES TR

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

McNaughton Wealth Management, LLC's Holding History (CIK: 0001802691)

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

Q4 2025
Shares 80,457 Value ($000) $17,062 Avg Close — Range —
Q3 2025
Shares 61,616 Value ($000) $12,724 Avg Close — Range —
Q2 2025
Shares 61,114 Value ($000) $11,943 Avg Close — Range —
Q1 2025
Shares 54,554 Value ($000) $10,397 Avg Close — Range —