ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001005607)

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

Q4 2025
Shares 218,530 Value ($000) $19,047 Avg Close — Range —
Q3 2025
Shares 218,243 Value ($000) $19,504 Avg Close — Range —
Q2 2025
Shares 214,168 Value ($000) $18,900 Avg Close — Range —
Q1 2025
Shares 204,496 Value ($000) $18,615 Avg Close — Range —
Q4 2024
Shares 187,142 Value ($000) $16,343 Avg Close — Range —
Q3 2024
Shares 182,018 Value ($000) $17,856 Avg Close — Range —
Q2 2024
Shares 182,449 Value ($000) $16,745 Avg Close — Range —
Q1 2024
Shares 175,630 Value ($000) $16,618 Avg Close — Range —
Q4 2023
Shares 164,305 Value ($000) $16,246 Avg Close — Range —
Q2 2023
Shares 2,360 Value ($000) $243 Avg Close — Range —
Q1 2023
Shares 2,540 Value ($000) $270 Avg Close — Range —
Q4 2022
Shares 3,320 Value ($000) $331 Avg Close — Range —