ISHARES TR

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

Ball & Co Wealth Management Inc.'s Holding History (CIK: 0002057075)

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

Q3 2025
Shares 71,424 Value ($000) $7 Avg Close — Range —
Q2 2025
Shares 218,731 Value ($000) $21 Avg Close — Range —
Q1 2025
Shares 212,769 Value ($000) $20 Avg Close — Range —
Q4 2024
Shares 364,161 Value ($000) $32 Avg Close — Range —