ISHARES TR

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

MOSAIC FAMILY WEALTH PARTNERS, LLC's Holding History (CIK: 0001965241)

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

Q4 2025
Shares 20,467 Value ($000) $1,927 Avg Close — Range —
Q3 2025
Shares 20,913 Value ($000) $1,981 Avg Close — Range —
Q2 2025
Shares 20,905 Value ($000) $1,962 Avg Close — Range —
Q1 2025
Shares 20,897 Value ($000) $1,957 Avg Close — Range —
Q4 2024
Shares 20,890 Value ($000) $1,855 Avg Close — Range —
Q3 2024
Shares 20,567 Value ($000) $1,878 Avg Close — Range —
Q2 2024
Shares 26,173 Value ($000) $2,197 Avg Close — Range —
Q1 2024
Shares 28,971 Value ($000) $2,421 Avg Close — Range —
Q4 2023
Shares 27,970 Value ($000) $2,182 Avg Close — Range —
Q3 2023
Shares 29,910 Value ($000) $2,165 Avg Close — Range —
Q2 2023
Shares 29,910 Value ($000) $2,223 Avg Close — Range —
Q1 2023
Shares 31,049 Value ($000) $2,259 Avg Close — Range —
Q4 2022
Shares 23,889 Value ($000) $1,722 Avg Close — Range —