ISHARES TR

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

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025

Shares 149 Value ($000) $14 Avg Close — Range —

Q3 2025

Shares 149 Value ($000) $14 Avg Close — Range —

Q2 2025

Shares 149 Value ($000) $14 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	149	$14	—	—
Q3 2025	149	$14	—	—
Q2 2025	149	$14	—	—