ISHARES TR

Ticker: ISVL CUSIP: 46436E510 Class: ETF

Valued Wealth Advisors LLC's Holding History (CIK: 0002007175)

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

Q4 2025
Shares 19,284 Value ($000) $918 Avg Close — Range —
Q3 2025
Shares 19,275 Value ($000) $872 Avg Close — Range —
Q2 2025
Shares 19,349 Value ($000) $813 Avg Close — Range —
Q1 2025
Shares 22,840 Value ($000) $847 Avg Close — Range —
Q4 2024
Shares 11,085 Value ($000) $380 Avg Close — Range —
Q3 2024
Shares 10,185 Value ($000) $386 Avg Close — Range —
Q2 2024
Shares 9,423 Value ($000) $329 Avg Close — Range —
Q1 2024
Shares 9,257 Value ($000) $328 Avg Close — Range —
Q4 2023
Shares 8,948 Value ($000) $275 Avg Close — Range —