ISHARES TR

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

Joel Adams & Associates, Inc.'s Holding History (CIK: 0002020459)

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

Q4 2025
Shares 2,862 Value ($000) $717 Avg Close — Range —
Q3 2025
Shares 2,832 Value ($000) $726 Avg Close — Range —
Q2 2025
Shares 2,764 Value ($000) $664 Avg Close — Range —
Q1 2025
Shares 2,846 Value ($000) $575 Avg Close — Range —
Q4 2024
Shares 2,807 Value ($000) $581 Avg Close — Range —