ISHARES TR

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

Perissos Private Wealth Management, LLC's Holding History (CIK: 0002023071)

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

Q4 2025
Shares 2,765 Value ($000) $260 Avg Close Range
Q3 2025
Shares 2,765 Value ($000) $263 Avg Close Range
Q2 2025
Shares 2,765 Value ($000) $260 Avg Close Range
Q1 2025
Shares 2,765 Value ($000) $259 Avg Close Range
Q4 2024
Shares 2,765 Value ($000) $246 Avg Close Range
Q3 2024
Shares 2,765 Value ($000) $252 Avg Close Range
Q2 2024
Shares 3,115 Value ($000) $262 Avg Close Range
Q1 2024
Shares 3,115 Value ($000) $260 Avg Close Range