ISHARES TR

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

Portside Wealth Group, LLC's Holding History (CIK: 0001978608)

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

Q4 2025
Shares 6,936 Value ($000) $605 Avg Close — Range —
Q3 2025
Shares 7,546 Value ($000) $674 Avg Close — Range —
Q1 2025
Shares 6,382 Value ($000) $581 Avg Close — Range —
Q3 2024
Shares 18,059 Value ($000) $1,772 Avg Close — Range —
Q1 2024
Shares 12,617 Value ($000) $1,194 Avg Close — Range —
Q4 2023
Shares 41,290 Value ($000) $4,083 Avg Close — Range —
Q2 2023
Shares 53,065 Value ($000) $5,463 Avg Close — Range —