ISHARES TR

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

Houlihan Financial Resource Group, Ltd.'s Holding History (CIK: 0001802879)

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

Q4 2025
Shares 38,735 Value ($000) $3,660 Avg Close — Range —
Q3 2025
Shares 15,940 Value ($000) $1,517 Avg Close — Range —
Q2 2025
Shares 38,980 Value ($000) $4 Avg Close — Range —
Q1 2025
Shares 39,619 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 40,549 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 40,484 Value ($000) $4 Avg Close — Range —
Q2 2024
Shares 40,483 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 40,493 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 41,522 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 41,667 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 1,040,957 Value ($000) $76 Avg Close — Range —
Q1 2023
Shares 42,063 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 41,682 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 43,502 Value ($000) $3,002 Avg Close — Range —
Q3 2020
Shares 42,527 Value ($000) $2,846 Avg Close — Range —
Q1 2020
Shares 43,919 Value ($000) $2,372 Avg Close — Range —
Q4 2019
Shares 42,698 Value ($000) $2,801 Avg Close — Range —