ISHARES TR

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

AllGen Financial Advisors, Inc.'s Holding History (CIK: 0001964809)

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

Q4 2025
Shares 18,941 Value ($000) $1,651 Avg Close — Range —
Q3 2025
Shares 38,653 Value ($000) $3,454 Avg Close — Range —
Q3 2024
Shares 11,713 Value ($000) $1,149 Avg Close — Range —
Q2 2024
Shares 12,838 Value ($000) $1,178 Avg Close — Range —
Q1 2024
Shares 51,887 Value ($000) $4,910 Avg Close — Range —
Q4 2023
Shares 109,210 Value ($000) $10,799 Avg Close — Range —
Q2 2023
Shares 72,006 Value ($000) $7,412 Avg Close — Range —
Q1 2023
Shares 55,014 Value ($000) $5,852 Avg Close — Range —
Q4 2022
Shares 61,897 Value ($000) $6,162 Avg Close — Range —
Q3 2022
Shares 6,554 Value ($000) $671 Avg Close — Range —
Q2 2022
Shares 1,924 Value ($000) $221 Avg Close — Range —
Q4 2021
Shares 43,506 Value ($000) $1,623 Avg Close — Range —
Q1 2021
Shares 2,900 Value ($000) $393 Avg Close — Range —
Q4 2020
Shares 2,791 Value ($000) $440 Avg Close — Range —