ISHARES TR

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

Avid Wealth Partners LLC's Holding History (CIK: 0001992344)

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

Q4 2024
Shares 30,996 Value ($000) $5,916 Avg Close — Range —
Q3 2024
Shares 30,007 Value ($000) $5,917 Avg Close — Range —
Q2 2024
Shares 29,841 Value ($000) $5,431 Avg Close — Range —
Q1 2024
Shares 28,263 Value ($000) $5,280 Avg Close — Range —