ISHARES TR

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

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025
Shares 6,136 Value ($000) $535 Avg Close — Range —
Q3 2025
Shares 6,199 Value ($000) $554 Avg Close — Range —
Q1 2025
Shares 6,110 Value ($000) $556 Avg Close — Range —
Q3 2024
Shares 9,347 Value ($000) $917 Avg Close — Range —
Q1 2024
Shares 6,048 Value ($000) $572 Avg Close — Range —
Q4 2023
Shares 14,156 Value ($000) $1,400 Avg Close — Range —
Q2 2023
Shares 21,469 Value ($000) $2,210 Avg Close — Range —
Q1 2023
Shares 21,504 Value ($000) $2,287 Avg Close — Range —
Q4 2022
Shares 21,273 Value ($000) $2,118 Avg Close — Range —
Q3 2022
Shares 10,047 Value ($000) $1,029 Avg Close — Range —
Q1 2022
Shares 2,594 Value ($000) $343 Avg Close — Range —
Q4 2021
Shares 12,928 Value ($000) $1,916 Avg Close — Range —
Q3 2021
Shares 11,108 Value ($000) $1,603 Avg Close — Range —
Q2 2021
Shares 9,419 Value ($000) $1,360 Avg Close — Range —