ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 3,217 Value ($000) $354 Avg Close — Range —
Q3 2025
Shares 3,299 Value ($000) $367 Avg Close — Range —
Q2 2025
Shares 5,048 Value ($000) $556 Avg Close — Range —
Q1 2025
Shares 7,381 Value ($000) $820 Avg Close — Range —
Q4 2024
Shares 11,435 Value ($000) $1,218 Avg Close — Range —
Q3 2024
Shares 11,582 Value ($000) $1,279 Avg Close — Range —
Q2 2024
Shares 11,833 Value ($000) $1,264 Avg Close — Range —
Q1 2024
Shares 12,455 Value ($000) $1,338 Avg Close — Range —
Q4 2023
Shares 13,798 Value ($000) $1,483 Avg Close — Range —
Q3 2023
Shares 71,635 Value ($000) $7,431 Avg Close — Range —
Q2 2023
Shares 69,215 Value ($000) $7,449 Avg Close — Range —
Q1 2023
Shares 88,071 Value ($000) $9,710 Avg Close — Range —