ISHARES TR

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

Madison Wealth Partners, Inc's Holding History (CIK: 0001844424)

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

Q4 2025
Shares 2,838 Value ($000) $602 Avg Close — Range —
Q3 2025
Shares 1,087 Value ($000) $224 Avg Close — Range —
Q2 2025
Shares 1,072 Value ($000) $210 Avg Close — Range —
Q1 2025
Shares 1,098 Value ($000) $209 Avg Close — Range —