ISHARES TR

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

Capital Advantage, Inc.'s Holding History (CIK: 0001628896)

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

Q4 2025
Shares 2,595 Value ($000) $244 Avg Close — Range —
Q3 2025
Shares 2,595 Value ($000) $247 Avg Close — Range —
Q2 2025
Shares 2,595 Value ($000) $244 Avg Close — Range —
Q1 2025
Shares 3,036 Value ($000) $270 Avg Close — Range —
Q4 2024
Shares 3,036 Value ($000) $270 Avg Close — Range —