ISHARES TR

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

MISSION WEALTH MANAGEMENT, LP's Holding History (CIK: 0001645382)

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

Q4 2025
Shares 9,891 Value ($000) $931 Avg Close — Range —
Q3 2025
Shares 7,533 Value ($000) $717 Avg Close — Range —
Q2 2025
Shares 7,874 Value ($000) $739 Avg Close — Range —
Q1 2025
Shares 7,855 Value ($000) $736 Avg Close — Range —
Q4 2024
Shares 7,524 Value ($000) $668 Avg Close — Range —
Q3 2024
Shares 13,381 Value ($000) $1,222 Avg Close — Range —
Q2 2024
Shares 6,286 Value ($000) $528 Avg Close — Range —
Q1 2024
Shares 6,360 Value ($000) $532 Avg Close — Range —
Q4 2023
Shares 6,432 Value ($000) $502 Avg Close — Range —
Q3 2023
Shares 5,598 Value ($000) $405 Avg Close — Range —
Q2 2023
Shares 5,150 Value ($000) $383 Avg Close — Range —
Q1 2023
Shares 5,416 Value ($000) $394 Avg Close — Range —
Q4 2022
Shares 5,416 Value ($000) $390 Avg Close — Range —
Q3 2022
Shares 5,536 Value ($000) $366 Avg Close — Range —
Q2 2022
Shares 5,591 Value ($000) $393 Avg Close — Range —
Q1 2022
Shares 4,184 Value ($000) $325 Avg Close — Range —
Q4 2021
Shares 5,133 Value ($000) $415 Avg Close — Range —
Q3 2021
Shares 5,373 Value ($000) $395 Avg Close — Range —
Q2 2021
Shares 4,387 Value ($000) $323 Avg Close — Range —
Q2 2020
Shares 4,033 Value ($000) $245 Avg Close — Range —