ISHARES TR

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

Legacy Capital Group California, Inc.'s Holding History (CIK: 0001977092)

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

Q4 2025
Shares 1,326 Value ($000) $332 Avg Close — Range —
Q3 2025
Shares 1,222 Value ($000) $313 Avg Close — Range —
Q2 2025
Shares 970 Value ($000) $233 Avg Close — Range —