ISHARES TR

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 1,900 Value ($000) $181 Avg Close — Range —
Q3 2025
Shares 1,853 Value ($000) $173 Avg Close — Range —
Q2 2025
Shares 130 Value ($000) $12 Avg Close — Range —
Q1 2025
Shares 130 Value ($000) $12 Avg Close — Range —
Q4 2024
Shares 81 Value ($000) $7 Avg Close — Range —
Q3 2024
Shares 81 Value ($000) $7 Avg Close — Range —
Q2 2024
Shares 180 Value ($000) $15 Avg Close — Range —
Q1 2024
Shares 465 Value ($000) $38 Avg Close — Range —
Q4 2023
Shares 1,299 Value ($000) $101 Avg Close — Range —
Q3 2023
Shares 2,995 Value ($000) $217 Avg Close — Range —
Q2 2023
Shares 3,657 Value ($000) $272 Avg Close — Range —
Q4 2022
Shares 5,835 Value ($000) $418 Avg Close — Range —