ISHARES TR

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

Keystone Wealth Services, LLC's Holding History (CIK: 0001866189)

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

Q4 2025
Shares 2,195 Value ($000) $466 Avg Close — Range —
Q1 2025
Shares 1,286 Value ($000) $245 Avg Close — Range —