ISHARES TR

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

Lighthouse Wealth Management Inc.'s Holding History (CIK: 0002042810)

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

Q3 2025
Shares 2,060 Value ($000) $425 Avg Close — Range —
Q2 2025
Shares 2,060 Value ($000) $403 Avg Close — Range —
Q1 2025
Shares 2,316 Value ($000) $441 Avg Close — Range —
Q4 2024
Shares 2,316 Value ($000) $442 Avg Close — Range —