ISHARES TR

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

Exit Wealth Advisors, LLC.'s Holding History (CIK: 0002082744)

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

Q4 2025
Shares 2,193 Value ($000) $465 Avg Close — Range —
Q3 2025
Shares 2,687 Value ($000) $555 Avg Close — Range —