ISHARES TR

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

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q2 2025
Shares 2,247 Value ($000) $211 Avg Close — Range —
Q1 2025
Shares 2,247 Value ($000) $210 Avg Close — Range —
Q3 2024
Shares 2,247 Value ($000) $205 Avg Close — Range —
Q4 2021
Shares 2,570 Value ($000) $208 Avg Close — Range —
Q2 2021
Shares 3,670 Value ($000) $270 Avg Close — Range —
Q1 2021
Shares 3,670 Value ($000) $254 Avg Close — Range —
Q4 2020
Shares 4,570 Value ($000) $310 Avg Close — Range —
Q3 2020
Shares 4,000 Value ($000) $255 Avg Close — Range —
Q2 2020
Shares 4,000 Value ($000) $243 Avg Close — Range —
Q1 2020
Shares 4,000 Value ($000) $216 Avg Close — Range —
Q4 2019
Shares 4,000 Value ($000) $262 Avg Close — Range —
Q3 2019
Shares 4,000 Value ($000) $256 Avg Close — Range —
Q2 2019
Shares 4,000 Value ($000) $247 Avg Close — Range —
Q1 2019
Shares 6,255 Value ($000) $368 Avg Close — Range —
Q4 2018
Shares 6,255 Value ($000) $328 Avg Close — Range —