ISHARES TR

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

Keystone Financial Group, Inc.'s Holding History (CIK: 0002053642)

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

Q4 2025
Shares 11,525 Value ($000) $1,576 Avg Close — Range —
Q3 2025
Shares 11,457 Value ($000) $1,433 Avg Close — Range —
Q2 2025
Shares 11,396 Value ($000) $1,299 Avg Close — Range —
Q1 2025
Shares 11,320 Value ($000) $1,171 Avg Close — Range —
Q4 2024
Shares 11,599 Value ($000) $1,225 Avg Close — Range —