ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

PHILLIPS FINANCIAL MANAGEMENT, LLC's Holding History (CIK: 0001350660)

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

Q4 2025
Shares 45 Value ($000) $11 Avg Close — Range —
Q3 2025
Shares 45 Value ($000) $12 Avg Close — Range —
Q2 2025
Shares 45 Value ($000) $11 Avg Close — Range —
Q4 2022
Shares 17 Value ($000) $2 Avg Close — Range —