ISHARES TR

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

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 11,348 Value ($000) $2,407 Avg Close — Range —
Q3 2025
Shares 11,613 Value ($000) $2,398 Avg Close — Range —
Q2 2025
Shares 11,452 Value ($000) $2,238 Avg Close — Range —
Q1 2025
Shares 11,161 Value ($000) $2,127 Avg Close — Range —
Q4 2024
Shares 11,352 Value ($000) $2,167 Avg Close — Range —
Q3 2024
Shares 11,448 Value ($000) $2,257 Avg Close — Range —
Q2 2024
Shares 11,548 Value ($000) $2,102 Avg Close — Range —
Q1 2024
Shares 11,599 Value ($000) $2,167 Avg Close — Range —
Q4 2023
Shares 11,640 Value ($000) $2,024 Avg Close — Range —
Q3 2023
Shares 11,691 Value ($000) $1,799 Avg Close — Range —
Q2 2023
Shares 11,679 Value ($000) $1,883 Avg Close — Range —
Q1 2023
Shares 11,995 Value ($000) $1,820 Avg Close — Range —
Q4 2022
Shares 11,916 Value ($000) $1,729 Avg Close — Range —
Q3 2022
Shares 12,988 Value ($000) $1,669 Avg Close — Range —
Q2 2022
Shares 12,992 Value ($000) $1,786 Avg Close — Range —
Q1 2022
Shares 13,501 Value ($000) $2,102 Avg Close — Range —
Q4 2021
Shares 13,567 Value ($000) $2,125 Avg Close — Range —
Q3 2021
Shares 13,864 Value ($000) $2,016 Avg Close — Range —
Q2 2021
Shares 14,045 Value ($000) $2,074 Avg Close — Range —
Q1 2021
Shares 14,426 Value ($000) $2,038 Avg Close — Range —
Q4 2020
Shares 14,562 Value ($000) $1,864 Avg Close — Range —