ISHARES TR

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

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025
Shares 2,443 Value ($000) $230 Avg Close — Range —
Q3 2025
Shares 2,440 Value ($000) $232 Avg Close — Range —
Q2 2025
Shares 2,436 Value ($000) $228 Avg Close — Range —
Q1 2025
Shares 2,452 Value ($000) $230 Avg Close — Range —
Q4 2024
Shares 2,872 Value ($000) $255 Avg Close — Range —