ISHARES TR

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

Joel Adams & Associates, Inc.'s Holding History (CIK: 0002020459)

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

Q4 2025
Shares 5,405 Value ($000) $509 Avg Close — Range —
Q3 2025
Shares 5,619 Value ($000) $535 Avg Close — Range —
Q2 2025
Shares 5,977 Value ($000) $561 Avg Close — Range —
Q1 2025
Shares 8,154 Value ($000) $764 Avg Close — Range —
Q4 2024
Shares 9,672 Value ($000) $859 Avg Close — Range —