ISHARES TR

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

waypoint wealth counsel's Holding History (CIK: 0001807909)

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

Q4 2025
Shares 7,049 Value ($000) $664 Avg Close — Range —
Q3 2025
Shares 7,022 Value ($000) $668 Avg Close — Range —
Q2 2025
Shares 6,996 Value ($000) $657 Avg Close — Range —
Q1 2025
Shares 6,972 Value ($000) $653 Avg Close — Range —
Q4 2024
Shares 6,948 Value ($000) $617 Avg Close — Range —
Q3 2024
Shares 8,066 Value ($000) $737 Avg Close — Range —
Q2 2024
Shares 9,822 Value ($000) $825 Avg Close — Range —
Q1 2024
Shares 9,794 Value ($000) $819 Avg Close — Range —
Q4 2023
Shares 10,344 Value ($000) $807 Avg Close — Range —
Q3 2023
Shares 10,642 Value ($000) $770 Avg Close — Range —
Q2 2023
Shares 20,434 Value ($000) $1,519 Avg Close — Range —
Q1 2023
Shares 23,161 Value ($000) $1,685 Avg Close — Range —
Q4 2022
Shares 25,217 Value ($000) $1,818 Avg Close — Range —