ISHARES TR

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

BOURGEON CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001088731)

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

Q4 2025
Shares 3,900 Value ($000) $367 Avg Close — Range —
Q3 2025
Shares 3,900 Value ($000) $371 Avg Close — Range —
Q2 2025
Shares 3,900 Value ($000) $366 Avg Close — Range —
Q1 2025
Shares 3,900 Value ($000) $365 Avg Close — Range —
Q4 2024
Shares 3,900 Value ($000) $346 Avg Close — Range —
Q3 2024
Shares 3,900 Value ($000) $356 Avg Close — Range —
Q2 2024
Shares 3,900 Value ($000) $327 Avg Close — Range —
Q1 2024
Shares 3,900 Value ($000) $326 Avg Close — Range —