ISHARES TR

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

Omega Financial Group, LLC's Holding History (CIK: 0001767982)

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

Q4 2025
Shares 10,796 Value ($000) $941 Avg Close Range
Q3 2025
Shares 11,807 Value ($000) $1,055 Avg Close Range
Q2 2025
Shares 11,924 Value ($000) $1,052 Avg Close Range
Q1 2025
Shares 19,837 Value ($000) $1,806 Avg Close Range
Q4 2024
Shares 19,734 Value ($000) $1,723 Avg Close Range
Q3 2024
Shares 19,207 Value ($000) $1,884 Avg Close Range
Q2 2024
Shares 16,705 Value ($000) $1,533 Avg Close Range
Q1 2024
Shares 16,868 Value ($000) $1,596 Avg Close Range
Q4 2023
Shares 13,801 Value ($000) $1,365 Avg Close Range
Q3 2023
Shares 5,925 Value ($000) $526 Avg Close Range