ISHARES TR

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

Lifelong Wealth Advisors, Inc.'s Holding History (CIK: 0002051717)

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

Q4 2025
Shares 40,007 Value ($000) $8,484 Avg Close — Range —
Q3 2025
Shares 25,503 Value ($000) $5,267 Avg Close — Range —
Q2 2025
Shares 22,784 Value ($000) $4,452 Avg Close — Range —
Q1 2025
Shares 20,682 Value ($000) $3,942 Avg Close — Range —
Q4 2024
Shares 14,632 Value ($000) $2,793 Avg Close — Range —