ISHARES TR

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

Forum Private Client Group LLC's Holding History (CIK: 0001910636)

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

Q4 2025
Shares 19,837 Value ($000) $1,868 Avg Close — Range —
Q3 2025
Shares 20,291 Value ($000) $1,930 Avg Close — Range —
Q2 2025
Shares 20,649 Value ($000) $1,938 Avg Close — Range —
Q1 2025
Shares 21,776 Value ($000) $2,040 Avg Close — Range —
Q4 2024
Shares 22,666 Value ($000) $2,013 Avg Close — Range —
Q3 2024
Shares 25,134 Value ($000) $2,295 Avg Close — Range —
Q2 2024
Shares 29,124 Value ($000) $2,445 Avg Close — Range —
Q1 2024
Shares 35,947 Value ($000) $3,004 Avg Close — Range —
Q4 2023
Shares 45,180 Value ($000) $3,525 Avg Close — Range —
Q2 2023
Shares 84,936 Value ($000) $6,313 Avg Close — Range —
Q1 2023
Shares 101,584 Value ($000) $7,389 Avg Close — Range —
Q4 2022
Shares 112,234 Value ($000) $8,092 Avg Close — Range —
Q3 2022
Shares 116,261 Value ($000) $7,685 Avg Close — Range —
Q2 2022
Shares 119,685 Value ($000) $8,403 Avg Close — Range —
Q1 2022
Shares 108,185 Value ($000) $8,392 Avg Close — Range —