ISHARES TR

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

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's Holding History (CIK: 0001767601)

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

Q4 2024
Shares 8,365 Value ($000) $743 Avg Close — Range —
Q3 2024
Shares 8,405 Value ($000) $767 Avg Close — Range —
Q2 2024
Shares 9,715 Value ($000) $816 Avg Close — Range —
Q1 2024
Shares 11,555 Value ($000) $966 Avg Close — Range —
Q4 2023
Shares 14,972 Value ($000) $1,168 Avg Close — Range —
Q3 2023
Shares 75,404 Value ($000) $5,458 Avg Close — Range —
Q2 2023
Shares 118,210 Value ($000) $8,787 Avg Close — Range —
Q1 2023
Shares 115,792 Value ($000) $8,423 Avg Close — Range —
Q4 2022
Shares 40,985 Value ($000) $2,955 Avg Close — Range —
Q3 2022
Shares 33,188 Value ($000) $2,194 Avg Close — Range —
Q2 2022
Shares 34,987 Value ($000) $2,456 Avg Close — Range —
Q1 2022
Shares 37,395 Value ($000) $2,901 Avg Close — Range —
Q4 2021
Shares 30,633 Value ($000) $2,478 Avg Close — Range —
Q1 2021
Shares 5,266 Value ($000) $364 Avg Close — Range —