ISHARES TR

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

REGIMEN WEALTH, LLC's Holding History (CIK: 0001963863)

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

Q4 2025
Shares 12,394 Value ($000) $2,628 Avg Close — Range —
Q3 2025
Shares 12,333 Value ($000) $2,546 Avg Close — Range —
Q2 2025
Shares 12,252 Value ($000) $2,394 Avg Close — Range —
Q1 2025
Shares 7,692 Value ($000) $1,466 Avg Close — Range —
Q4 2024
Shares 7,761 Value ($000) $1,480 Avg Close — Range —
Q3 2024
Shares 7,761 Value ($000) $1,530 Avg Close — Range —
Q2 2024
Shares 7,729 Value ($000) $1,407 Avg Close — Range —