ISHARES TR

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

EVOLUTION WEALTH MANAGEMENT INC.'s Holding History (CIK: 0002010029)

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

Q4 2025
Shares 2,032 Value ($000) $431 Avg Close — Range —
Q3 2025
Shares 1,331 Value ($000) $275 Avg Close — Range —
Q2 2025
Shares 1,344 Value ($000) $263 Avg Close — Range —