ISHARES TR

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

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 5,004 Value ($000) $471 Avg Close — Range —
Q3 2025
Shares 5,665 Value ($000) $539 Avg Close — Range —
Q2 2025
Shares 3,960 Value ($000) $372 Avg Close — Range —
Q1 2025
Shares 6,815 Value ($000) $638 Avg Close — Range —