ISHARES TR

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

Ridgeline Wealth, LLC's Holding History (CIK: 0001934226)

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

Q1 2025
Shares 1,600 Value ($000) $305 Avg Close — Range —
Q4 2024
Shares 2,003 Value ($000) $382 Avg Close — Range —