ISHARES TR

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

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 6,464 Value ($000) $1,618 Avg Close — Range —
Q3 2025
Shares 6,704 Value ($000) $1,719 Avg Close — Range —
Q2 2025
Shares 6,591 Value ($000) $1,584 Avg Close — Range —
Q1 2025
Shares 6,693 Value ($000) $1,353 Avg Close — Range —
Q4 2024
Shares 6,876 Value ($000) $1,423 Avg Close — Range —
Q3 2024
Shares 6,893 Value ($000) $1,398 Avg Close — Range —
Q2 2024
Shares 5,243 Value ($000) $1,022 Avg Close — Range —
Q1 2024
Shares 5,095 Value ($000) $955 Avg Close — Range —
Q4 2023
Shares 4,875 Value ($000) $765 Avg Close — Range —
Q3 2023
Shares 4,615 Value ($000) $645 Avg Close — Range —
Q2 2023
Shares 3,191 Value ($000) $460 Avg Close — Range —