ISHARES TR

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

LMG Wealth Partners, LLC's Holding History (CIK: 0001965772)

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

Q4 2025
Shares 47,011 Value ($000) $9,970 Avg Close — Range —
Q3 2025
Shares 44,998 Value ($000) $9,293 Avg Close — Range —
Q2 2025
Shares 44,550 Value ($000) $8,706 Avg Close — Range —
Q1 2025
Shares 44,594 Value ($000) $8,499 Avg Close — Range —
Q4 2024
Shares 45,382 Value ($000) $8,662 Avg Close — Range —
Q3 2024
Shares 45,300 Value ($000) $8,932 Avg Close — Range —
Q2 2024
Shares 45,039 Value ($000) $8,197 Avg Close — Range —
Q1 2024
Shares 44,654 Value ($000) $8,342 Avg Close — Range —
Q4 2023
Shares 44,970 Value ($000) $7,820 Avg Close — Range —
Q3 2023
Shares 45,027 Value ($000) $6,927 Avg Close — Range —
Q2 2023
Shares 44,199 Value ($000) $7,124 Avg Close — Range —
Q1 2023
Shares 43,943 Value ($000) $6,669 Avg Close — Range —
Q4 2022
Shares 43,164 Value ($000) $6,588 Avg Close — Range —