ISHARES TR

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

Caliber Wealth Management, LLC / KS's Holding History (CIK: 0002067120)

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

Q4 2025
Shares 9,680 Value ($000) $2,423 Avg Close — Range —
Q3 2025
Shares 9,641 Value ($000) $2,472 Avg Close — Range —
Q2 2025
Shares 10,506 Value ($000) $2,525 Avg Close — Range —
Q1 2025
Shares 11,247 Value ($000) $2,273 Avg Close — Range —