ISHARES TR

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

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 2,051 Value ($000) $193 Avg Close — Range —
Q2 2025
Shares 2,224 Value ($000) $209 Avg Close — Range —
Q1 2025
Shares 2,506 Value ($000) $235 Avg Close — Range —
Q4 2024
Shares 2,506 Value ($000) $223 Avg Close — Range —
Q3 2024
Shares 2,506 Value ($000) $229 Avg Close — Range —
Q2 2024
Shares 3,479 Value ($000) $292 Avg Close — Range —
Q1 2024
Shares 4,246 Value ($000) $355 Avg Close — Range —
Q4 2023
Shares 4,238 Value ($000) $331 Avg Close — Range —
Q3 2023
Shares 4,670 Value ($000) $338 Avg Close — Range —
Q2 2023
Shares 9,752 Value ($000) $725 Avg Close — Range —
Q1 2023
Shares 25,367 Value ($000) $1,845 Avg Close — Range —
Q4 2022
Shares 25,188 Value ($000) $1,816 Avg Close — Range —