ISHARES TR

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

Three Magnolias Financial Advisors, LLC's Holding History (CIK: 0002056795)

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

Q4 2025
Shares 10,278 Value ($000) $968 Avg Close Range
Q3 2025
Shares 10,276 Value ($000) $978 Avg Close Range
Q2 2025
Shares 10,378 Value ($000) $974 Avg Close Range
Q1 2025
Shares 10,375 Value ($000) $972 Avg Close Range
Q4 2024
Shares 13,395 Value ($000) $1,189 Avg Close Range