ISHARES TR

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

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q4 2025
Shares 3,993 Value ($000) $376 Avg Close — Range —
Q3 2025
Shares 4,079 Value ($000) $388 Avg Close — Range —
Q2 2025
Shares 4,040 Value ($000) $379 Avg Close — Range —
Q1 2025
Shares 3,902 Value ($000) $365 Avg Close — Range —
Q4 2024
Shares 3,847 Value ($000) $342 Avg Close — Range —
Q3 2024
Shares 3,779 Value ($000) $345 Avg Close — Range —
Q2 2024
Shares 3,532 Value ($000) $297 Avg Close — Range —
Q1 2024
Shares 3,512 Value ($000) $294 Avg Close — Range —
Q4 2023
Shares 3,452 Value ($000) $269 Avg Close — Range —
Q3 2023
Shares 3,408 Value ($000) $247 Avg Close — Range —
Q2 2023
Shares 3,185 Value ($000) $237 Avg Close — Range —
Q1 2023
Shares 3,160 Value ($000) $230 Avg Close — Range —
Q4 2022
Shares 3,056 Value ($000) $220 Avg Close — Range —
Q2 2022
Shares 2,858 Value ($000) $201 Avg Close — Range —
Q1 2022
Shares 2,794 Value ($000) $217 Avg Close — Range —
Q4 2021
Shares 2,742 Value ($000) $222 Avg Close — Range —
Q3 2021
Shares 2,805 Value ($000) $206 Avg Close — Range —
Q2 2021
Shares 2,798 Value ($000) $206 Avg Close — Range —