ISHARES TR

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

Keystone Financial Group, Inc.'s Holding History (CIK: 0002053642)

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

Q4 2025
Shares 2,462 Value ($000) $616 Avg Close — Range —
Q3 2025
Shares 2,456 Value ($000) $630 Avg Close — Range —
Q2 2025
Shares 2,450 Value ($000) $586 Avg Close — Range —
Q1 2025
Shares 2,598 Value ($000) $556 Avg Close — Range —
Q4 2024
Shares 2,822 Value ($000) $584 Avg Close — Range —