ISHARES TR

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

Shared Vision Wealth Group LLC's Holding History (CIK: 0002008178)

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

Q4 2025
Shares 9,518 Value ($000) $841 Avg Close — Range —
Q3 2025
Shares 7,602 Value ($000) $700 Avg Close — Range —
Q2 2025
Shares 9,245 Value ($000) $804 Avg Close — Range —
Q1 2025
Shares 12,509 Value ($000) $1,139 Avg Close — Range —
Q4 2024
Shares 29,205 Value ($000) $2,550 Avg Close — Range —
Q3 2024
Shares 26,682 Value ($000) $2,617 Avg Close — Range —
Q2 2024
Shares 31,191 Value ($000) $2,863 Avg Close — Range —
Q1 2024
Shares 32,005 Value ($000) $3,028 Avg Close — Range —
Q4 2023
Shares 45,418 Value ($000) $4,491 Avg Close — Range —