ISHARES TR

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025
Shares 4,046 Value ($000) $381 Avg Close — Range —
Q2 2025
Shares 3,347 Value ($000) $314 Avg Close — Range —