ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

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

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

Q4 2025
Shares 34,122 Value ($000) $4,816 Avg Close — Range —
Q3 2025
Shares 7,395 Value ($000) $1,051 Avg Close — Range —
Q2 2025
Shares 7,369 Value ($000) $979 Avg Close — Range —
Q1 2025
Shares 8,181 Value ($000) $1,099 Avg Close — Range —
Q4 2024
Shares 6,073 Value ($000) $797 Avg Close — Range —
Q3 2024
Shares 5,191 Value ($000) $701 Avg Close — Range —
Q2 2024
Shares 4,954 Value ($000) $599 Avg Close — Range —
Q1 2024
Shares 4,179 Value ($000) $515 Avg Close — Range —
Q4 2023
Shares 3,789 Value ($000) $444 Avg Close — Range —