ISHARES TR

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

Beacon Bridge Wealth Partners, LLC's Holding History (CIK: 0001965468)

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

Q4 2025
Shares 1,895 Value ($000) $402 Avg Close — Range —
Q3 2025
Shares 1,946 Value ($000) $402 Avg Close — Range —
Q2 2025
Shares 1,831 Value ($000) $358 Avg Close — Range —
Q1 2025
Shares 1,830 Value ($000) $349 Avg Close — Range —
Q4 2024
Shares 1,829 Value ($000) $349 Avg Close — Range —
Q3 2024
Shares 1,830 Value ($000) $361 Avg Close — Range —
Q2 2024
Shares 1,829 Value ($000) $333 Avg Close — Range —
Q1 2024
Shares 1,827 Value ($000) $341 Avg Close — Range —
Q4 2023
Shares 1,404 Value ($000) $244 Avg Close — Range —
Q3 2023
Shares 1,341 Value ($000) $206 Avg Close — Range —
Q2 2023
Shares 1,299 Value ($000) $209 Avg Close — Range —
Q1 2023
Shares 2,361 Value ($000) $358 Avg Close — Range —
Q4 2022
Shares 3,683 Value ($000) $534 Avg Close — Range —