ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 45,725 Value ($000) $4,397 Avg Close — Range —
Q3 2025
Shares 45,734 Value ($000) $4,412 Avg Close — Range —
Q2 2025
Shares 69,514 Value ($000) $6,657 Avg Close — Range —
Q1 2025
Shares 2,781 Value ($000) $265 Avg Close — Range —
Q4 2024
Shares 3,017 Value ($000) $279 Avg Close — Range —
Q3 2023
Shares 7,177 Value ($000) $657 Avg Close — Range —
Q2 2023
Shares 10,019 Value ($000) $968 Avg Close — Range —
Q1 2023
Shares 10,519 Value ($000) $1,043 Avg Close — Range —
Q1 2021
Shares 2,471 Value ($000) $279 Avg Close — Range —