ISHARES TR

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

BAM Wealth Management, LLC's Holding History (CIK: 0002093649)

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

Q4 2025
Shares 3,546 Value ($000) $752 Avg Close — Range —
Q3 2025
Shares 2,823 Value ($000) $583 Avg Close — Range —