ISHARES TR

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

BEACON FINANCIAL PLANNING, INC's Holding History (CIK: 0001966066)

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

Q4 2025
Shares 8,928 Value ($000) $2,235 Avg Close — Range —
Q3 2025
Shares 7,468 Value ($000) $1,915 Avg Close — Range —
Q2 2025
Shares 7,085 Value ($000) $1,703 Avg Close — Range —
Q1 2025
Shares 7,402 Value ($000) $1,496 Avg Close — Range —
Q4 2024
Shares 6,336 Value ($000) $1,311 Avg Close — Range —
Q3 2024
Shares 2,273 Value ($000) $461 Avg Close — Range —