ISHARES TR

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

ORG Wealth Partners, LLC's Holding History (CIK: 0002032602)

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

Q4 2025
Shares 2,605 Value ($000) $652 Avg Close — Range —
Q3 2025
Shares 2,436 Value ($000) $625 Avg Close — Range —
Q2 2025
Shares 2,466 Value ($000) $585 Avg Close — Range —
Q1 2025
Shares 2,099 Value ($000) $427 Avg Close — Range —
Q4 2024
Shares 1,882 Value ($000) $389 Avg Close — Range —
Q3 2024
Shares 1,372 Value ($000) $278 Avg Close — Range —