ISHARES TR

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

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025
Shares 9,341 Value ($000) $2,338 Avg Close — Range —
Q3 2025
Shares 7,954 Value ($000) $2,040 Avg Close — Range —
Q2 2025
Shares 6,874 Value ($000) $1,652 Avg Close — Range —
Q1 2025
Shares 6,654 Value ($000) $1,345 Avg Close — Range —
Q4 2024
Shares 6,157 Value ($000) $1,274 Avg Close — Range —