ISHARES TR

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

Bison Wealth, LLC's Holding History (CIK: 0001845251)

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

Q4 2025
Shares 5,274 Value ($000) $1,096 Avg Close — Range —
Q3 2025
Shares 7,171 Value ($000) $1,486 Avg Close — Range —
Q2 2025
Shares 8,195 Value ($000) $1,611 Avg Close — Range —
Q1 2025
Shares 5,387 Value ($000) $1,027 Avg Close — Range —
Q4 2024
Shares 6,711 Value ($000) $1,281 Avg Close — Range —