ISHARES TR

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

DEFINED WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001849518)

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

Q4 2025
Shares 33,965 Value ($000) $3,198 Avg Close — Range —
Q3 2025
Shares 34,323 Value ($000) $3,265 Avg Close — Range —
Q2 2025
Shares 34,410 Value ($000) $3,230 Avg Close — Range —
Q1 2025
Shares 34,169 Value ($000) $3,200 Avg Close — Range —
Q4 2024
Shares 35,101 Value ($000) $3,117 Avg Close — Range —
Q3 2024
Shares 35,297 Value ($000) $3,223 Avg Close — Range —
Q2 2024
Shares 35,198 Value ($000) $2,955 Avg Close — Range —
Q1 2024
Shares 35,765 Value ($000) $2,989 Avg Close — Range —
Q4 2023
Shares 35,809 Value ($000) $2,794 Avg Close — Range —
Q3 2023
Shares 35,237 Value ($000) $2,550 Avg Close — Range —
Q2 2023
Shares 34,580 Value ($000) $2,570 Avg Close — Range —
Q1 2023
Shares 34,829 Value ($000) $2,533 Avg Close — Range —
Q4 2022
Shares 52,244 Value ($000) $3,767 Avg Close — Range —
Q3 2022
Shares 38,717 Value ($000) $2,559 Avg Close — Range —
Q2 2022
Shares 37,977 Value ($000) $2,666 Avg Close — Range —
Q1 2022
Shares 38,894 Value ($000) $3,017 Avg Close — Range —
Q4 2021
Shares 43,780 Value ($000) $3,542 Avg Close — Range —
Q3 2021
Shares 50,613 Value ($000) $3,720 Avg Close — Range —
Q2 2021
Shares 51,430 Value ($000) $3,786 Avg Close — Range —
Q1 2021
Shares 51,773 Value ($000) $3,582 Avg Close — Range —
Q4 2020
Shares 59,399 Value ($000) $4,032 Avg Close — Range —