ISHARES TR

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

Dynasty Wealth Management, LLC's Holding History (CIK: 0001727599)

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

Q4 2025
Shares 893,591 Value ($000) $84,140 Avg Close — Range —
Q3 2025
Shares 1,261,838 Value ($000) $120,051 Avg Close — Range —
Q2 2025
Shares 1,176,869 Value ($000) $110,473 Avg Close — Range —
Q1 2025
Shares 1,194,432 Value ($000) $111,870 Avg Close — Range —
Q4 2024
Shares 1,203,928 Value ($000) $106,897 Avg Close — Range —
Q3 2024
Shares 1,110,385 Value ($000) $101,389 Avg Close — Range —
Q2 2024
Shares 1,031,409 Value ($000) $86,597 Avg Close — Range —
Q1 2024
Shares 993,616 Value ($000) $83,046 Avg Close — Range —
Q3 2018
Shares 9,120 Value ($000) $520 Avg Close — Range —
Q2 2018
Shares 7,900 Value ($000) $420 Avg Close — Range —
Q1 2018
Shares 7,900 Value ($000) $410 Avg Close — Range —
Q4 2017
Shares 7,850 Value ($000) $414 Avg Close — Range —