ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 4,871 Value ($000) $535 Avg Close Range
Q3 2025
Shares 4,271 Value ($000) $475 Avg Close Range
Q2 2025
Shares 4,343 Value ($000) $478 Avg Close Range
Q1 2025
Shares 4,347 Value ($000) $483 Avg Close Range
Q4 2024
Shares 4,435 Value ($000) $473 Avg Close Range
Q3 2024
Shares 4,542 Value ($000) $494 Avg Close Range
Q2 2024
Shares 6,746 Value ($000) $720 Avg Close Range
Q1 2024
Shares 7,224 Value ($000) $776 Avg Close Range
Q4 2023
Shares 8,431 Value ($000) $906 Avg Close Range
Q3 2023
Shares 8,629 Value ($000) $895 Avg Close Range
Q2 2023
Shares 8,585 Value ($000) $924 Avg Close Range
Q1 2023
Shares 8,884 Value ($000) $979 Avg Close Range
Q4 2022
Shares 9,182 Value ($000) $977 Avg Close Range
Q3 2022
Shares 9,482 Value ($000) $1,007 Avg Close Range
Q2 2022
Shares 4,737 Value ($000) $540 Avg Close Range