ISHARES TR

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

Marshall & Sterling Wealth Advisors Inc.'s Holding History (CIK: 0002056315)

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

Q4 2025
Shares 102 Value ($000) $9 Avg Close — Range —
Q3 2025
Shares 1,283 Value ($000) $115 Avg Close — Range —
Q2 2025
Shares 1,584 Value ($000) $139 Avg Close — Range —
Q1 2025
Shares 6,277 Value ($000) $571 Avg Close — Range —
Q4 2024
Shares 14,375 Value ($000) $1,255 Avg Close — Range —