ISHARES TR

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

A4 Wealth Advisors LLC's Holding History (CIK: 0002033987)

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

Q4 2025
Shares 32,850 Value ($000) $6,967 Avg Close — Range —
Q3 2025
Shares 13,906 Value ($000) $2,872 Avg Close — Range —