ISHARES TR

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

United Financial Planning Group LLC's Holding History (CIK: 0002088337)

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

Q4 2025
Shares 50 Value ($000) $13 Avg Close — Range —
Q3 2025
Shares 111 Value ($000) $28 Avg Close — Range —