ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 159,331 Value ($000) $17,512 Avg Close — Range —
Q3 2025
Shares 156,106 Value ($000) $17,362 Avg Close — Range —
Q2 2025
Shares 153,210 Value ($000) $16,859 Avg Close — Range —
Q1 2025
Shares 152,428 Value ($000) $16,933 Avg Close — Range —
Q4 2024
Shares 144,378 Value ($000) $15,383 Avg Close — Range —
Q3 2024
Shares 144,122 Value ($000) $15,921 Avg Close — Range —
Q2 2024
Shares 142,636 Value ($000) $15,231 Avg Close — Range —
Q1 2024
Shares 140,263 Value ($000) $15,066 Avg Close — Range —
Q4 2023
Shares 133,396 Value ($000) $14,339 Avg Close — Range —