ISHARES TR

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

VestGen Advisors, LLC's Holding History (CIK: 0002050130)

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

Q4 2025
Shares 37,999 Value ($000) $8,059 Avg Close — Range —
Q3 2025
Shares 86,793 Value ($000) $17,924 Avg Close — Range —
Q2 2025
Shares 85,588 Value ($000) $16,794 Avg Close — Range —
Q1 2025
Shares 75,533 Value ($000) $14,395 Avg Close — Range —