ISHARES TR

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

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q4 2025
Shares 52,197 Value ($000) $4,915 Avg Close — Range —
Q3 2025
Shares 52,139 Value ($000) $4,960 Avg Close — Range —
Q2 2025
Shares 53,095 Value ($000) $4,984 Avg Close — Range —
Q1 2025
Shares 52,221 Value ($000) $4,891 Avg Close — Range —