ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

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

Q4 2025
Shares 3,262 Value ($000) $270 Avg Close — Range —
Q3 2025
Shares 3,612 Value ($000) $300 Avg Close — Range —
Q2 2025
Shares 3,637 Value ($000) $301 Avg Close — Range —
Q1 2025
Shares 3,812 Value ($000) $315 Avg Close — Range —
Q4 2024
Shares 4,486 Value ($000) $368 Avg Close — Range —
Q3 2024
Shares 4,649 Value ($000) $387 Avg Close — Range —
Q2 2024
Shares 3,085 Value ($000) $252 Avg Close — Range —
Q1 2024
Shares 3,085 Value ($000) $252 Avg Close — Range —
Q4 2023
Shares 3,460 Value ($000) $284 Avg Close — Range —
Q2 2023
Shares 6,840 Value ($000) $555 Avg Close — Range —
Q1 2023
Shares 13,825 Value ($000) $1,136 Avg Close — Range —
Q4 2022
Shares 3,125 Value ($000) $254 Avg Close — Range —
Q3 2022
Shares 3,187 Value ($000) $259 Avg Close — Range —
Q2 2022
Shares 3,025 Value ($000) $250 Avg Close — Range —