ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025
Shares 3,791 Value ($000) $417 Avg Close — Range —
Q3 2025
Shares 4,175 Value ($000) $464 Avg Close — Range —
Q2 2025
Shares 4,005 Value ($000) $441 Avg Close — Range —
Q1 2025
Shares 4,005 Value ($000) $445 Avg Close — Range —
Q4 2024
Shares 3,641 Value ($000) $388 Avg Close — Range —
Q2 2024
Shares 4,296 Value ($000) $459 Avg Close — Range —
Q3 2023
Shares 8,541 Value ($000) $886 Avg Close — Range —
Q2 2022
Shares 9,439 Value ($000) $1,075 Avg Close — Range —
Q1 2022
Shares 9,822 Value ($000) $1,224 Avg Close — Range —
Q1 2021
Shares 2,365 Value ($000) $297 Avg Close — Range —