ISHARES TR

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

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

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

Q4 2025
Shares 15,174 Value ($000) $2,075 Avg Close — Range —
Q3 2025
Shares 15,270 Value ($000) $1,910 Avg Close — Range —
Q2 2025
Shares 15,404 Value ($000) $1,744 Avg Close — Range —
Q1 2025
Shares 15,448 Value ($000) $1,648 Avg Close — Range —