ISHARES TR

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

Fiscal Wisdom Wealth Management, LLC's Holding History (CIK: 0002053757)

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

Q4 2025
Shares 2,615 Value ($000) $555 Avg Close — Range —
Q3 2025
Shares 1,419 Value ($000) $295 Avg Close — Range —