ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Intergy Private Wealth, LLC's Holding History (CIK: 0001911342)

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

Q4 2025
Shares 4,688 Value ($000) $451 Avg Close — Range —
Q3 2025
Shares 4,688 Value ($000) $452 Avg Close — Range —
Q2 2025
Shares 4,552 Value ($000) $436 Avg Close — Range —
Q1 2025
Shares 3,250 Value ($000) $310 Avg Close — Range —
Q4 2024
Shares 2,504 Value ($000) $231 Avg Close — Range —
Q3 2024
Shares 2,358 Value ($000) $231 Avg Close — Range —