ISHARES TR

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

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

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

Q4 2025
Shares 3,629 Value ($000) $342 Avg Close — Range —
Q3 2025
Shares 3,672 Value ($000) $349 Avg Close — Range —
Q2 2025
Shares 3,631 Value ($000) $340 Avg Close — Range —
Q1 2025
Shares 3,662 Value ($000) $330 Avg Close — Range —
Q4 2024
Shares 3,725 Value ($000) $327 Avg Close — Range —
Q3 2024
Shares 3,777 Value ($000) $350 Avg Close — Range —
Q2 2024
Shares 5,771 Value ($000) $489 Avg Close — Range —
Q1 2024
Shares 5,737 Value ($000) $459 Avg Close — Range —
Q4 2023
Shares 5,887 Value ($000) $464 Avg Close — Range —
Q3 2023
Shares 5,753 Value ($000) $416 Avg Close — Range —
Q2 2023
Shares 5,719 Value ($000) $425 Avg Close — Range —
Q1 2023
Shares 5,677 Value ($000) $420 Avg Close — Range —
Q4 2022
Shares 9,093 Value ($000) $667 Avg Close — Range —