ISHARES TR

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

Symphony Financial Services, Inc.'s Holding History (CIK: 0002031979)

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

Q4 2025
Shares 25,571 Value ($000) $2,408 Avg Close — Range —
Q3 2025
Shares 25,662 Value ($000) $2,441 Avg Close — Range —
Q2 2025
Shares 20,864 Value ($000) $1,958 Avg Close — Range —
Q1 2025
Shares 19,397 Value ($000) $1,817 Avg Close — Range —
Q4 2024
Shares 20,225 Value ($000) $1,796 Avg Close — Range —
Q3 2024
Shares 18,690 Value ($000) $1,707 Avg Close — Range —
Q2 2024
Shares 17,003 Value ($000) $1,431 Avg Close — Range —