ISHARES TR

Ticker: IMTM CUSIP: 46434V449 Class: MSCI INTL MOMENT

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

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

Q4 2025
Shares 6,255 Value ($000) $300 Avg Close — Range —
Q3 2025
Shares 6,255 Value ($000) $299 Avg Close — Range —
Q2 2025
Shares 6,255 Value ($000) $286 Avg Close — Range —
Q1 2025
Shares 6,376 Value ($000) $255 Avg Close — Range —
Q4 2024
Shares 6,355 Value ($000) $238 Avg Close — Range —
Q3 2024
Shares 6,373 Value ($000) $257 Avg Close — Range —
Q2 2024
Shares 7,518 Value ($000) $291 Avg Close — Range —
Q1 2024
Shares 9,602 Value ($000) $377 Avg Close — Range —
Q4 2023
Shares 9,602 Value ($000) $329 Avg Close — Range —
Q3 2023
Shares 10,934 Value ($000) $344 Avg Close — Range —
Q2 2023
Shares 16,112 Value ($000) $535 Avg Close — Range —
Q1 2023
Shares 28,809 Value ($000) $931 Avg Close — Range —
Q4 2022
Shares 29,356 Value ($000) $905 Avg Close — Range —