ISHARES TR

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

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025
Shares 1,718 Value ($000) $430 Avg Close — Range —
Q3 2025
Shares 1,712 Value ($000) $439 Avg Close — Range —
Q4 2024
Shares 2,367 Value ($000) $490 Avg Close — Range —