ISHARES TR

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

Symphony Financial, Ltd. Co.'s Holding History (CIK: 0001800687)

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

Q4 2025
Shares 3,550 Value ($000) $337 Avg Close Range
Q3 2025
Shares 3,550 Value ($000) $336 Avg Close Range
Q2 2025
Shares 3,629 Value ($000) $339 Avg Close Range
Q4 2024
Shares 3,550 Value ($000) $322 Avg Close Range
Q3 2024
Shares 3,993 Value ($000) $364 Avg Close Range
Q2 2024
Shares 3,993 Value ($000) $336 Avg Close Range
Q1 2024
Shares 3,993 Value ($000) $334 Avg Close Range
Q4 2023
Shares 4,951 Value ($000) $389 Avg Close Range
Q3 2023
Shares 5,350 Value ($000) $384 Avg Close Range
Q2 2023
Shares 5,568 Value ($000) $410 Avg Close Range
Q1 2022
Shares 19,998 Value ($000) $1,567 Avg Close Range
Q4 2021
Shares 17,708 Value ($000) $1,424 Avg Close Range
Q3 2021
Shares 18,460 Value ($000) $1,371 Avg Close Range
Q2 2021
Shares 16,482 Value ($000) $1,213 Avg Close Range
Q1 2021
Shares 26,552 Value ($000) $1,872 Avg Close Range
Q4 2020
Shares 28,982 Value ($000) $1,940 Avg Close Range
Q3 2020
Shares 39,548 Value ($000) $2,520 Avg Close Range
Q2 2020
Shares 83,267 Value ($000) $5,048 Avg Close Range
Q1 2020
Shares 78,448 Value ($000) $4,344 Avg Close Range