ISHARES TR

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

Team Financial Group, LLC's Holding History (CIK: 0001845163)

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

Q4 2025
Shares 872 Value ($000) $185 Avg Close — Range —
Q3 2025
Shares 730 Value ($000) $151 Avg Close — Range —
Q2 2025
Shares 664 Value ($000) $130 Avg Close — Range —