ISHARES TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 9,786 Value ($000) $2,514 Avg Close — Range —
Q3 2025
Shares 6,533 Value ($000) $1,639 Avg Close — Range —
Q2 2025
Shares 6,268 Value ($000) $1,513 Avg Close — Range —
Q1 2025
Shares 6,067 Value ($000) $1,226 Avg Close — Range —
Q4 2024
Shares 6,083 Value ($000) $1,259 Avg Close — Range —