ISHARES TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 3,683 Value ($000) $347 Avg Close — Range —
Q3 2025
Shares 3,881 Value ($000) $369 Avg Close — Range —
Q2 2025
Shares 3,574 Value ($000) $335 Avg Close — Range —
Q1 2025
Shares 3,753 Value ($000) $351 Avg Close — Range —
Q4 2024
Shares 4,253 Value ($000) $378 Avg Close — Range —
Q3 2024
Shares 4,879 Value ($000) $445 Avg Close — Range —
Q2 2024
Shares 4,751 Value ($000) $399 Avg Close — Range —
Q1 2024
Shares 5,245 Value ($000) $438 Avg Close — Range —
Q4 2023
Shares 5,177 Value ($000) $404 Avg Close — Range —
Q3 2023
Shares 5,714 Value ($000) $414 Avg Close — Range —
Q2 2023
Shares 5,638 Value ($000) $419 Avg Close — Range —
Q1 2023
Shares 5,523 Value ($000) $402 Avg Close — Range —
Q4 2022
Shares 5,296 Value ($000) $382 Avg Close — Range —