ISHARES TR

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

Sound Financial Strategies Group, LLC's Holding History (CIK: 0001800620)

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

Q4 2025
Shares 16,682 Value ($000) $4,176 Avg Close — Range —
Q3 2025
Shares 10,629 Value ($000) $2,726 Avg Close — Range —
Q2 2025
Shares 4,273 Value ($000) $1,027 Avg Close — Range —
Q1 2025
Shares 4,579 Value ($000) $926 Avg Close — Range —
Q4 2024
Shares 2,880 Value ($000) $596 Avg Close — Range —
Q3 2024
Shares 1,599 Value ($000) $324 Avg Close — Range —
Q2 2024
Shares 1,619 Value ($000) $315 Avg Close — Range —
Q3 2023
Shares 600 Value ($000) $84 Avg Close — Range —
Q2 2023
Shares 615 Value ($000) $89 Avg Close — Range —
Q1 2023
Shares 625 Value ($000) $87 Avg Close — Range —
Q4 2022
Shares 42,782 Value ($000) $6,243 Avg Close — Range —
Q3 2022
Shares 778 Value ($000) $102 Avg Close — Range —
Q2 2022
Shares 735 Value ($000) $100 Avg Close — Range —
Q1 2022
Shares 732 Value ($000) $123 Avg Close — Range —
Q4 2021
Shares 10,824 Value ($000) $1,968 Avg Close — Range —
Q3 2021
Shares 21,631 Value ($000) $3,798 Avg Close — Range —
Q2 2021
Shares 1,845 Value ($000) $320 Avg Close — Range —
Q1 2021
Shares 1,205 Value ($000) $194 Avg Close — Range —