ISHARES TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 823 Value ($000) $206 Avg Close — Range —
Q3 2025
Shares 2,416 Value ($000) $620 Avg Close — Range —
Q2 2025
Shares 1,619 Value ($000) $389 Avg Close — Range —
Q1 2025
Shares 1,384 Value ($000) $280 Avg Close — Range —
Q4 2024
Shares 1,045 Value ($000) $217 Avg Close — Range —