ISHARES TR

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 6,559 Value ($000) $618 Avg Close — Range —
Q3 2025
Shares 7,059 Value ($000) $672 Avg Close — Range —
Q2 2025
Shares 6,322 Value ($000) $593 Avg Close — Range —
Q1 2025
Shares 6,847 Value ($000) $641 Avg Close — Range —
Q4 2024
Shares 7,138 Value ($000) $634 Avg Close — Range —
Q3 2024
Shares 6,410 Value ($000) $585 Avg Close — Range —
Q2 2024
Shares 6,415 Value ($000) $539 Avg Close — Range —
Q1 2024
Shares 6,555 Value ($000) $548 Avg Close — Range —
Q4 2023
Shares 13,462 Value ($000) $1,050 Avg Close — Range —
Q3 2023
Shares 17,290 Value ($000) $1,251 Avg Close — Range —
Q2 2023
Shares 20,212 Value ($000) $1,502 Avg Close — Range —
Q1 2023
Shares 19,550 Value ($000) $1,422 Avg Close — Range —
Q4 2022
Shares 17,654 Value ($000) $1,273 Avg Close — Range —