ISHARES TR

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

NORTHCAPE WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001902806)

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

Q1 2023
Shares 3,051 Value ($000) $222 Avg Close — Range —
Q3 2022
Shares 5,683 Value ($000) $376 Avg Close — Range —
Q2 2022
Shares 5,808 Value ($000) $408 Avg Close — Range —
Q1 2022
Shares 6,510 Value ($000) $505 Avg Close — Range —
Q4 2021
Shares 6,431 Value ($000) $520 Avg Close — Range —