ISHARES TR

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

Pines Wealth Management, LLC's Holding History (CIK: 0002037426)

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

Q4 2025
Shares 18,784 Value ($000) $3,983 Avg Close — Range —
Q3 2025
Shares 18,420 Value ($000) $3,804 Avg Close — Range —
Q2 2025
Shares 18,852 Value ($000) $3,745 Avg Close — Range —
Q1 2025
Shares 18,594 Value ($000) $3,130 Avg Close — Range —
Q4 2024
Shares 18,018 Value ($000) $3,391 Avg Close — Range —