ISHARES TR

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

Rothschild Wealth LLC's Holding History (CIK: 0001811345)

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

Q4 2025
Shares 29,267 Value ($000) $7,326 Avg Close — Range —
Q3 2025
Shares 17,195 Value ($000) $4,410 Avg Close — Range —
Q2 2025
Shares 16,512 Value ($000) $3,968 Avg Close — Range —
Q1 2025
Shares 16,102 Value ($000) $3,255 Avg Close — Range —
Q4 2022
Shares 11,173 Value ($000) $1,632 Avg Close — Range —