ISHARES TR

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

Abound Wealth Management's Holding History (CIK: 0001950323)

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

Q4 2025
Shares 333 Value ($000) $31 Avg Close — Range —
Q3 2025
Shares 62 Value ($000) $6 Avg Close — Range —
Q2 2025
Shares 62 Value ($000) $6 Avg Close — Range —
Q4 2023
Shares 42 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 357 Value ($000) $26 Avg Close — Range —
Q3 2022
Shares 558 Value ($000) $37 Avg Close — Range —