ISHARES TR

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

STAGE HARBOR FINANCIAL, LLC's Holding History (CIK: 0001934721)

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

Q4 2025
Shares 2,390 Value ($000) $225 Avg Close — Range —
Q3 2025
Shares 3,146 Value ($000) $299 Avg Close — Range —
Q2 2025
Shares 3,146 Value ($000) $295 Avg Close — Range —
Q1 2025
Shares 3,442 Value ($000) $322 Avg Close — Range —