ISHARES TR

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

PUREfi Wealth, LLC's Holding History (CIK: 0002001520)

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

Q4 2025
Shares 3,552 Value ($000) $753 Avg Close — Range —
Q3 2025
Shares 2,593 Value ($000) $535 Avg Close — Range —
Q2 2025
Shares 2,556 Value ($000) $499 Avg Close — Range —
Q1 2025
Shares 1,381 Value ($000) $263 Avg Close — Range —
Q4 2024
Shares 1,067 Value ($000) $204 Avg Close — Range —