ISHARES TR

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

Schrum Private Wealth Management LLC's Holding History (CIK: 0001914987)

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

Q4 2025
Shares 8,735 Value ($000) $822 Avg Close — Range —
Q3 2025
Shares 9,394 Value ($000) $894 Avg Close — Range —
Q2 2025
Shares 9,405 Value ($000) $883 Avg Close — Range —
Q1 2025
Shares 9,274 Value ($000) $869 Avg Close — Range —
Q4 2024
Shares 11,382 Value ($000) $1,011 Avg Close — Range —
Q3 2024
Shares 20,140 Value ($000) $1,839 Avg Close — Range —
Q2 2024
Shares 11,793 Value ($000) $990 Avg Close — Range —
Q1 2024
Shares 12,025 Value ($000) $1,005 Avg Close — Range —
Q4 2023
Shares 9,997 Value ($000) $780 Avg Close — Range —
Q3 2023
Shares 11,510 Value ($000) $833 Avg Close — Range —
Q2 2023
Shares 11,510 Value ($000) $856 Avg Close — Range —
Q1 2023
Shares 11,538 Value ($000) $839 Avg Close — Range —
Q4 2022
Shares 10,975 Value ($000) $791 Avg Close — Range —
Q3 2022
Shares 10,848 Value ($000) $716 Avg Close — Range —
Q2 2022
Shares 10,832 Value ($000) $760 Avg Close — Range —
Q1 2022
Shares 10,793 Value ($000) $812 Avg Close — Range —
Q4 2021
Shares 10,343 Value ($000) $839 Avg Close — Range —