ISHARES TR

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

PTM WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002061027)

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

Q4 2025
Shares 9,390 Value ($000) $883 Avg Close — Range —
Q3 2025
Shares 9,470 Value ($000) $900 Avg Close — Range —
Q2 2025
Shares 9,508 Value ($000) $895 Avg Close — Range —
Q1 2025
Shares 9,474 Value ($000) $809 Avg Close — Range —