ISHARES TR

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

LifePlan Investment Advisors, Inc.'s Holding History (CIK: 0002045484)

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

Q4 2025
Shares 4,878 Value ($000) $1,221 Avg Close — Range —
Q3 2025
Shares 4,490 Value ($000) $1,151 Avg Close — Range —
Q2 2025
Shares 4,065 Value ($000) $977 Avg Close — Range —
Q1 2025
Shares 3,904 Value ($000) $789 Avg Close — Range —
Q4 2024
Shares 3,367 Value ($000) $697 Avg Close — Range —