ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Corient Private Wealth LLC's Holding History (CIK: 0001948780)

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

Q4 2025
Shares 152,030 Value ($000) $7,692 Avg Close — Range —
Q3 2025
Shares 69,705 Value ($000) $6,724 Avg Close — Range —
Q2 2025
Shares 72,854 Value ($000) $6,977 Avg Close — Range —
Q1 2025
Shares 147,236 Value ($000) $14,042 Avg Close — Range —
Q4 2024
Shares 71,004 Value ($000) $5,996 Avg Close — Range —
Q3 2024
Shares 90,338 Value ($000) $8,864 Avg Close — Range —
Q2 2024
Shares 243,072 Value ($000) $22,764 Avg Close — Range —
Q1 2024
Shares 247,552 Value ($000) $23,433 Avg Close — Range —
Q4 2023
Shares 31,689 Value ($000) $3,054 Avg Close — Range —
Q3 2023
Shares 35,073 Value ($000) $3,212 Avg Close — Range —
Q2 2023
Shares 964,643 Value ($000) $93,185 Avg Close — Range —
Q1 2023
Shares 1,802,195 Value ($000) $178,634 Avg Close — Range —
Q4 2022
Shares 1,543,304 Value ($000) $147,818 Avg Close — Range —