ISHARES TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 93,655 Value ($000) $8,819 Avg Close — Range —
Q3 2025
Shares 85,186 Value ($000) $8,105 Avg Close — Range —
Q2 2025
Shares 83,985 Value ($000) $7,884 Avg Close — Range —
Q1 2025
Shares 56,567 Value ($000) $5,298 Avg Close — Range —
Q4 2024
Shares 69,671 Value ($000) $6,186 Avg Close — Range —
Q3 2024
Shares 127,036 Value ($000) $11,600 Avg Close — Range —
Q2 2024
Shares 134,470 Value ($000) $11,290 Avg Close — Range —
Q1 2024
Shares 32,292 Value ($000) $2,699 Avg Close — Range —
Q4 2023
Shares 37,230 Value ($000) $2,905 Avg Close — Range —