ISHARES TR

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

My Personal CFO, LLC's Holding History (CIK: 0001916366)

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

Q3 2025
Shares 3,114 Value ($000) $643 Avg Close — Range —
Q4 2022
Shares 490 Value ($000) $71 Avg Close — Range —