ISHARES TR

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 631 Value ($000) $59 Avg Close — Range —
Q3 2025
Shares 630 Value ($000) $60 Avg Close — Range —
Q2 2025
Shares 628 Value ($000) $59 Avg Close — Range —
Q4 2024
Shares 1,706 Value ($000) $151 Avg Close — Range —