ISHARES TR

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

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001812177)

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

Q4 2025
Shares 173,103 Value ($000) $16,299 Avg Close — Range —
Q3 2025
Shares 168,471 Value ($000) $16,028 Avg Close — Range —
Q2 2025
Shares 172,268 Value ($000) $16,171 Avg Close — Range —
Q1 2025
Shares 169,611 Value ($000) $15,886 Avg Close — Range —
Q4 2024
Shares 166,151 Value ($000) $14,753 Avg Close — Range —
Q3 2024
Shares 161,099 Value ($000) $14,710 Avg Close — Range —
Q2 2024
Shares 158,722 Value ($000) $13,326 Avg Close — Range —
Q1 2024
Shares 152,645 Value ($000) $12,758 Avg Close — Range —
Q4 2023
Shares 144,372 Value ($000) $11,265 Avg Close — Range —
Q3 2023
Shares 139,461 Value ($000) $10,094 Avg Close — Range —
Q2 2023
Shares 136,565 Value ($000) $10,151 Avg Close — Range —
Q1 2023
Shares 133,879 Value ($000) $9,738 Avg Close — Range —
Q4 2022
Shares 127,243 Value ($000) $9,174 Avg Close — Range —
Q3 2022
Shares 64,886 Value ($000) $4,289 Avg Close — Range —