BLACKROCK ETF TRUST

Ticker: BALI CUSIP: 09290C863 Class: ISHARES ADVANTAG

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 67,306 Value ($000) $2,132 Avg Close — Range —
Q3 2025
Shares 51,084 Value ($000) $1,621 Avg Close — Range —
Q2 2025
Shares 36,298 Value ($000) $1,093 Avg Close — Range —
Q1 2025
Shares 16,954 Value ($000) $488 Avg Close — Range —
Q4 2024
Shares 9,536 Value ($000) $288 Avg Close — Range —