ISHARES TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 119,017 Value ($000) $10,374 Avg Close — Range —
Q3 2025
Shares 108,965 Value ($000) $9,738 Avg Close — Range —
Q1 2025
Shares 195,921 Value ($000) $17,835 Avg Close — Range —
Q4 2024
Shares 101,453 Value ($000) $8,889 Avg Close — Range —
Q3 2024
Shares 240,745 Value ($000) $23,609 Avg Close — Range —
Q2 2024
Shares 120,311 Value ($000) $11,082 Avg Close — Range —