ISHARES TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 2,227 Value ($000) $213 Avg Close — Range —
Q3 2025
Shares 2,359 Value ($000) $223 Avg Close — Range —
Q2 2025
Shares 2,488 Value ($000) $230 Avg Close — Range —
Q1 2025
Shares 2,857 Value ($000) $268 Avg Close — Range —
Q4 2024
Shares 2,344 Value ($000) $208 Avg Close — Range —
Q3 2024
Shares 2,675 Value ($000) $244 Avg Close — Range —
Q2 2024
Shares 2,702 Value ($000) $227 Avg Close — Range —
Q1 2024
Shares 4,024 Value ($000) $336 Avg Close — Range —
Q4 2023
Shares 10,428 Value ($000) $814 Avg Close — Range —