ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

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

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

Q4 2025
Shares 5,916 Value ($000) $650 Avg Close — Range —
Q3 2025
Shares 5,975 Value ($000) $665 Avg Close — Range —
Q2 2025
Shares 6,748 Value ($000) $743 Avg Close — Range —
Q1 2025
Shares 7,003 Value ($000) $778 Avg Close — Range —
Q4 2024
Shares 3,776 Value ($000) $402 Avg Close — Range —
Q3 2024
Shares 5,232 Value ($000) $578 Avg Close — Range —
Q2 2024
Shares 3,687 Value ($000) $394 Avg Close — Range —
Q1 2024
Shares 6,307 Value ($000) $677 Avg Close — Range —
Q4 2023
Shares 10,021 Value ($000) $1,077 Avg Close — Range —