ISHARES TR

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 4,703 Value ($000) $443 Avg Close — Range —
Q3 2025
Shares 4,773 Value ($000) $454 Avg Close — Range —
Q2 2025
Shares 5,090 Value ($000) $478 Avg Close — Range —
Q2 2023
Shares 928 Value ($000) $69 Avg Close — Range —
Q1 2023
Shares 928 Value ($000) $68 Avg Close — Range —
Q4 2022
Shares 12,937 Value ($000) $948 Avg Close — Range —
Q3 2022
Shares 11,842 Value ($000) $875 Avg Close — Range —
Q1 2022
Shares 9,237 Value ($000) $678 Avg Close — Range —