ISHARES TR

Ticker: IXN CUSIP: 464287291 Class: GLOBAL TECH ETF

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q1 2025
Shares 53 Value ($000) $4 Avg Close — Range —
Q4 2024
Shares 53 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 53 Value ($000) $4 Avg Close — Range —
Q2 2024
Shares 53 Value ($000) $4 Avg Close — Range —
Q1 2024
Shares 88 Value ($000) $7 Avg Close — Range —
Q4 2023
Shares 359 Value ($000) $24 Avg Close — Range —
Q3 2023
Shares 457 Value ($000) $26 Avg Close — Range —
Q2 2023
Shares 457 Value ($000) $28 Avg Close — Range —
Q1 2023
Shares 203 Value ($000) $11 Avg Close — Range —
Q4 2022
Shares 491 Value ($000) $22 Avg Close — Range —
Q2 2022
Shares 1,386 Value ($000) $63 Avg Close — Range —
Q1 2022
Shares 1,333 Value ($000) $77 Avg Close — Range —
Q4 2021
Shares 1,658 Value ($000) $107 Avg Close — Range —