ISHARES TR

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

SOFI WEALTH, LLC's Holding History (CIK: 0001925582)

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

Q4 2025
Shares 975,625 Value ($000) $206,901 Avg Close — Range —
Q3 2025
Shares 964,917 Value ($000) $199,265 Avg Close — Range —
Q2 2025
Shares 951,932 Value ($000) $186,027 Avg Close — Range —
Q1 2025
Shares 897,268 Value ($000) $171,001 Avg Close — Range —
Q4 2024
Shares 14,457 Value ($000) $2,760 Avg Close — Range —