ISHARES TR

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

Legacy Financial Group LLC's Holding History (CIK: 0001834011)

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

Q4 2025
Shares 104,426 Value ($000) $23,081 Avg Close — Range —
Q3 2025
Shares 71,407 Value ($000) $14,746 Avg Close — Range —