ISHARES TR

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

Total Clarity Wealth Management, Inc.'s Holding History (CIK: 0001804909)

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

Q4 2025
Shares 1,026 Value ($000) $218 Avg Close — Range —
Q3 2025
Shares 1,026 Value ($000) $212 Avg Close — Range —
Q2 2025
Shares 1,044 Value ($000) $204 Avg Close — Range —
Q3 2024
Shares 1,044 Value ($000) $206 Avg Close — Range —
Q1 2024
Shares 1,245 Value ($000) $233 Avg Close — Range —
Q2 2022
Shares 742 Value ($000) $102 Avg Close — Range —
Q4 2021
Shares 613 Value ($000) $96 Avg Close — Range —
Q3 2021
Shares 457 Value ($000) $66 Avg Close — Range —