ISHARES TR

Ticker: ILCV CUSIP: 464288109 Class: MORNINGSTAR VALU

Lauer Wealth, LLC's Holding History (CIK: 0001860063)

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

Q4 2025
Shares 141,901 Value ($000) $13,621 Avg Close — Range —
Q3 2025
Shares 139,316 Value ($000) $12,539 Avg Close — Range —
Q2 2025
Shares 137,844 Value ($000) $11,689 Avg Close — Range —
Q1 2025
Shares 143,723 Value ($000) $11,320 Avg Close — Range —
Q4 2024
Shares 134,186 Value ($000) $10,866 Avg Close — Range —
Q3 2024
Shares 127,426 Value ($000) $10,508 Avg Close — Range —
Q2 2024
Shares 124,328 Value ($000) $9,684 Avg Close — Range —
Q1 2024
Shares 113,857 Value ($000) $8,558 Avg Close — Range —
Q4 2023
Shares 98,862 Value ($000) $7,004 Avg Close — Range —
Q3 2023
Shares 96,431 Value ($000) $6,278 Avg Close — Range —
Q2 2023
Shares 95,777 Value ($000) $6,577 Avg Close — Range —
Q1 2023
Shares 140,121 Value ($000) $9,072 Avg Close — Range —