ISHARES TR

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

Kaufman Rossin Wealth, LLC's Holding History (CIK: 0002049750)

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

Q4 2025
Shares 3,369 Value ($000) $461 Avg Close — Range —
Q3 2025
Shares 2,965 Value ($000) $371 Avg Close — Range —