ISHARES TR

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

Kapstone Financial Advisors LLC's Holding History (CIK: 0001966087)

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

Q4 2025
Shares 1,379 Value ($000) $292 Avg Close — Range —
Q3 2025
Shares 1,378 Value ($000) $284 Avg Close — Range —
Q2 2025
Shares 1,376 Value ($000) $269 Avg Close — Range —