ISHARES TR

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

Oxford Wealth Group, LLC's Holding History (CIK: 0002007082)

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

Q4 2025
Shares 17,999 Value ($000) $4,505 Avg Close — Range —
Q4 2024
Shares 58,856 Value ($000) $12,178 Avg Close — Range —
Q3 2024
Shares 17,676 Value ($000) $3,584 Avg Close — Range —
Q2 2024
Shares 20,924 Value ($000) $4,077 Avg Close — Range —
Q1 2024
Shares 14,960 Value ($000) $2,803 Avg Close — Range —