ISHARES TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 2,592 Value ($000) $244 Avg Close — Range —
Q3 2025
Shares 116,107 Value ($000) $11,046 Avg Close — Range —
Q2 2025
Shares 123,914 Value ($000) $11,632 Avg Close — Range —
Q1 2025
Shares 130,584 Value ($000) $12,231 Avg Close — Range —
Q4 2024
Shares 146,357 Value ($000) $12,995 Avg Close — Range —
Q3 2024
Shares 153,106 Value ($000) $13,954 Avg Close — Range —
Q2 2024
Shares 321,201 Value ($000) $26,968 Avg Close — Range —
Q1 2024
Shares 336,625 Value ($000) $28,135 Avg Close — Range —
Q1 2020
Shares 5,300 Value ($000) $286 Avg Close — Range —
Q4 2019
Shares 5,373 Value ($000) $352 Avg Close — Range —
Q3 2019
Shares 8,008 Value ($000) $513 Avg Close — Range —