ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 33,403 Value ($000) $4,967 Avg Close — Range —
Q3 2025
Shares 20,861 Value ($000) $3,038 Avg Close — Range —
Q2 2025
Shares 19,333 Value ($000) $2,611 Avg Close — Range —
Q1 2025
Shares 18,476 Value ($000) $2,254 Avg Close — Range —
Q4 2024
Shares 15,403 Value ($000) $1,981 Avg Close — Range —
Q3 2024
Shares 18,177 Value ($000) $2,283 Avg Close — Range —
Q2 2024
Shares 16,799 Value ($000) $1,995 Avg Close — Range —
Q1 2024
Shares 9,290 Value ($000) $1,071 Avg Close — Range —
Q4 2023
Shares 10,697 Value ($000) $1,126 Avg Close — Range —