ISHARES TR

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

HighMark Wealth Management LLC's Holding History (CIK: 0001802451)

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

Q4 2025
Shares 35,511 Value ($000) $3,095 Avg Close — Range —
Q3 2025
Shares 35,091 Value ($000) $3,136 Avg Close — Range —
Q2 2025
Shares 35,426 Value ($000) $3,126 Avg Close — Range —
Q3 2024
Shares 15,736 Value ($000) $1,544 Avg Close — Range —
Q2 2024
Shares 11,597 Value ($000) $1,064 Avg Close — Range —
Q1 2024
Shares 10,585 Value ($000) $1,000 Avg Close — Range —
Q4 2023
Shares 6,528 Value ($000) $645 Avg Close — Range —