ISHARES TR

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

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q4 2025
Shares 27,144 Value ($000) $5,757 Avg Close — Range —
Q3 2025
Shares 27,932 Value ($000) $5,768 Avg Close — Range —
Q2 2025
Shares 29,872 Value ($000) $5,838 Avg Close — Range —
Q1 2025
Shares 26,803 Value ($000) $5,108 Avg Close — Range —