ISHARES TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 832 Value ($000) $208 Avg Close — Range —
Q3 2025
Shares 880 Value ($000) $226 Avg Close — Range —
Q1 2024
Shares 1,443 Value ($000) $270 Avg Close — Range —
Q4 2023
Shares 1,449 Value ($000) $227 Avg Close — Range —
Q3 2023
Shares 2,087 Value ($000) $291 Avg Close — Range —
Q2 2023
Shares 2,087 Value ($000) $301 Avg Close — Range —
Q1 2023
Shares 2,501 Value ($000) $348 Avg Close — Range —
Q4 2022
Shares 1,479 Value ($000) $216 Avg Close — Range —