ISHARES TR

Ticker: IMCV CUSIP: 464288406 Class: MRGSTR MD CP VAL

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

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

Q4 2025
Shares 24,778 Value ($000) $2,040 Avg Close — Range —
Q3 2025
Shares 25,146 Value ($000) $2,020 Avg Close — Range —
Q2 2025
Shares 25,541 Value ($000) $1,941 Avg Close — Range —
Q1 2025
Shares 25,602 Value ($000) $1,899 Avg Close — Range —