ISHARES TR

Ticker: VLUE CUSIP: 46432F388 Class: ETF-EQUITY

Avidian Wealth Solutions, LLC's Holding History (CIK: 0001471474)

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

Q4 2025
Shares 145,951 Value ($000) $19,956 Avg Close — Range —
Q3 2025
Shares 147,446 Value ($000) $18,438 Avg Close — Range —
Q2 2025
Shares 190,257 Value ($000) $21,539 Avg Close — Range —
Q1 2025
Shares 184,076 Value ($000) $19,632 Avg Close — Range —
Q1 2023
Shares 2,227 Value ($000) $206 Avg Close — Range —
Q4 2022
Shares 2,789 Value ($000) $254 Avg Close — Range —
Q3 2022
Shares 3,140 Value ($000) $257 Avg Close — Range —
Q2 2022
Shares 3,219 Value ($000) $291 Avg Close — Range —
Q1 2022
Shares 9,748 Value ($000) $1,019 Avg Close — Range —
Q4 2021
Shares 17,553 Value ($000) $1,921 Avg Close — Range —
Q3 2021
Shares 7,841 Value ($000) $790 Avg Close — Range —
Q2 2021
Shares 9,519 Value ($000) $1,000 Avg Close — Range —
Q1 2021
Shares 9,984 Value ($000) $1,023 Avg Close — Range —
Q4 2020
Shares 11,334 Value ($000) $985 Avg Close — Range —
Q3 2020
Shares 11,010 Value ($000) $812 Avg Close — Range —
Q2 2020
Shares 9,407 Value ($000) $680 Avg Close — Range —