ISHARES TR

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

KERR FINANCIAL PLANNING Corp's Holding History (CIK: 0002095947)

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

Q4 2025
Shares 2,626 Value ($000) $576 Avg Close — Range —
Q3 2025
Shares 2,230 Value ($000) $467 Avg Close — Range —