ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 142,749 Value ($000) $417 Avg Close — Range —
Q3 2025
Shares 21,035 Value ($000) $1,745 Avg Close — Range —
Q2 2025
Shares 318,215 Value ($000) $26,367 Avg Close — Range —
Q1 2025
Shares 367,450 Value ($000) $30,399 Avg Close — Range —
Q4 2024
Shares 181,555 Value ($000) $14,884 Avg Close — Range —
Q3 2024
Shares 164,680 Value ($000) $13,693 Avg Close — Range —
Q2 2024
Shares 132,663 Value ($000) $10,832 Avg Close — Range —
Q1 2024
Shares 111,487 Value ($000) $9,117 Avg Close — Range —
Q4 2023
Shares 85,023 Value ($000) $6,975 Avg Close — Range —
Q3 2023
Shares 20,152 Value ($000) $1,632 Avg Close — Range —
Q2 2023
Shares 20,131 Value ($000) $1,632 Avg Close — Range —
Q1 2023
Shares 4,962 Value ($000) $408 Avg Close — Range —
Q4 2022
Shares 4,098 Value ($000) $333 Avg Close — Range —