ISHARES TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 536,123 Value ($000) $46,728 Avg Close — Range —
Q3 2025
Shares 502,876 Value ($000) $44,942 Avg Close — Range —
Q2 2025
Shares 523,846 Value ($000) $46,229 Avg Close — Range —
Q1 2025
Shares 415,399 Value ($000) $37,814 Avg Close — Range —
Q4 2024
Shares 428,464 Value ($000) $37,418 Avg Close — Range —
Q3 2024
Shares 395,269 Value ($000) $38,776 Avg Close — Range —
Q2 2024
Shares 269,541 Value ($000) $24,738 Avg Close — Range —
Q1 2024
Shares 249,659 Value ($000) $23,623 Avg Close — Range —
Q4 2023
Shares 130,269 Value ($000) $12,881 Avg Close — Range —