ISHARES TR

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

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 98,893 Value ($000) $8,620 Avg Close — Range —
Q3 2025
Shares 105,321 Value ($000) $9,413 Avg Close — Range —
Q2 2025
Shares 103,444 Value ($000) $9,129 Avg Close — Range —
Q1 2025
Shares 102,708 Value ($000) $9,350 Avg Close — Range —
Q4 2024
Shares 88,387 Value ($000) $7,719 Avg Close — Range —
Q3 2024
Shares 88,454 Value ($000) $8,677 Avg Close — Range —
Q2 2024
Shares 87,574 Value ($000) $8,038 Avg Close — Range —
Q1 2024
Shares 86,113 Value ($000) $8,148 Avg Close — Range —
Q4 2023
Shares 79,866 Value ($000) $7,897 Avg Close — Range —