VALUED ADVISERS TR

Ticker: MBSF CUSIP: 92046L338 Class: REGAN FLTG RATE

IAMS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001998182)

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

Q3 2025
Shares 39,694 Value ($000) $1,011 Avg Close Range
Q2 2025
Shares 25,173 Value ($000) $642 Avg Close Range
Q1 2025
Shares 50,185 Value ($000) $1,277 Avg Close Range
Q4 2024
Shares 44,292 Value ($000) $1,125 Avg Close Range
Q3 2024
Shares 28,025 Value ($000) $718 Avg Close Range
Q2 2024
Shares 11,250 Value ($000) $285 Avg Close Range