ISHARES TR

Ticker: IVLU CUSIP: 46435G409 Class: MSCI INTL VLU FT

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 25,643 Value ($000) $1,028 Avg Close — Range —
Q3 2025
Shares 26,010 Value ($000) $926 Avg Close — Range —
Q2 2025
Shares 26,536 Value ($000) $874 Avg Close — Range —
Q1 2025
Shares 26,752 Value ($000) $811 Avg Close — Range —
Q4 2024
Shares 29,334 Value ($000) $795 Avg Close — Range —
Q3 2024
Shares 23,994 Value ($000) $709 Avg Close — Range —
Q2 2024
Shares 23,994 Value ($000) $658 Avg Close — Range —
Q1 2024
Shares 26,516 Value ($000) $749 Avg Close — Range —
Q4 2023
Shares 27,986 Value ($000) $742 Avg Close — Range —