ISHARES TR

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

Optimist Retirement Group LLC's Holding History (CIK: 0002011850)

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

Q4 2025
Shares 2,712 Value ($000) $255 Avg Close — Range —
Q3 2025
Shares 2,712 Value ($000) $258 Avg Close — Range —
Q2 2025
Shares 2,712 Value ($000) $255 Avg Close — Range —
Q1 2025
Shares 2,712 Value ($000) $254 Avg Close — Range —
Q4 2024
Shares 2,712 Value ($000) $241 Avg Close — Range —
Q3 2024
Shares 2,712 Value ($000) $248 Avg Close — Range —
Q2 2024
Shares 2,712 Value ($000) $228 Avg Close — Range —
Q1 2024
Shares 2,712 Value ($000) $227 Avg Close — Range —
Q4 2023
Shares 2,712 Value ($000) $212 Avg Close — Range —