ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

EVERMAY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001066816)

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

Q4 2025
Shares 5,334 Value ($000) $502 Avg Close — Range —
Q3 2025
Shares 5,334 Value ($000) $507 Avg Close — Range —
Q2 2025
Shares 5,334 Value ($000) $501 Avg Close — Range —
Q1 2025
Shares 5,334 Value ($000) $500 Avg Close — Range —
Q4 2024
Shares 5,500 Value ($000) $488 Avg Close — Range —
Q3 2024
Shares 5,334 Value ($000) $487 Avg Close — Range —
Q2 2024
Shares 5,334 Value ($000) $448 Avg Close — Range —
Q1 2024
Shares 5,334 Value ($000) $446 Avg Close — Range —
Q4 2023
Shares 5,459 Value ($000) $426 Avg Close — Range —
Q3 2023
Shares 5,459 Value ($000) $396 Avg Close — Range —
Q2 2023
Shares 5,459 Value ($000) $406 Avg Close — Range —
Q1 2023
Shares 5,459 Value ($000) $397 Avg Close — Range —
Q4 2022
Shares 5,654 Value ($000) $408 Avg Close — Range —
Q3 2022
Shares 5,654 Value ($000) $374 Avg Close — Range —
Q2 2022
Shares 6,146 Value ($000) $432 Avg Close — Range —
Q1 2022
Shares 6,146 Value ($000) $477 Avg Close — Range —
Q4 2021
Shares 2,575 Value ($000) $208 Avg Close — Range —
Q3 2021
Shares 2,561 Value ($000) $188 Avg Close — Range —
Q2 2021
Shares 2,561 Value ($000) $189 Avg Close — Range —