ISHARES TR

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

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 12,304 Value ($000) $1,159 Avg Close — Range —
Q3 2025
Shares 12,589 Value ($000) $1,198 Avg Close — Range —
Q4 2020
Shares 13,046 Value ($000) $886 Avg Close — Range —