ISHARES TR

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

VSM Wealth Advisory, LLC's Holding History (CIK: 0002050660)

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

Q4 2025
Shares 2,327 Value ($000) $493 Avg Close — Range —
Q3 2025
Shares 2,323 Value ($000) $480 Avg Close — Range —
Q2 2025
Shares 2,319 Value ($000) $453 Avg Close — Range —
Q1 2025
Shares 2,381 Value ($000) $454 Avg Close — Range —
Q4 2024
Shares 2,378 Value ($000) $454 Avg Close — Range —