ISHARES TR

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

ENZI WEALTH's Holding History (CIK: 0001887441)

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

Q4 2025
Shares 37,879 Value ($000) $3,584 Avg Close — Range —
Q3 2025
Shares 141,799 Value ($000) $13,234 Avg Close — Range —
Q2 2025
Shares 140,216 Value ($000) $13,004 Avg Close — Range —
Q1 2025
Shares 140,638 Value ($000) $12,785 Avg Close — Range —
Q4 2024
Shares 141,134 Value ($000) $12,792 Avg Close — Range —
Q3 2024
Shares 137,010 Value ($000) $12,690 Avg Close — Range —
Q2 2024
Shares 131,095 Value ($000) $11,028 Avg Close — Range —
Q1 2024
Shares 129,643 Value ($000) $10,369 Avg Close — Range —
Q4 2023
Shares 135,148 Value ($000) $10,770 Avg Close — Range —
Q3 2023
Shares 154,354 Value ($000) $11,259 Avg Close — Range —
Q2 2023
Shares 154,188 Value ($000) $11,467 Avg Close — Range —
Q1 2023
Shares 138,780 Value ($000) $10,268 Avg Close — Range —
Q4 2022
Shares 76,924 Value ($000) $5,592 Avg Close — Range —
Q3 2022
Shares 63,542 Value ($000) $4,581 Avg Close — Range —