ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 5,344 Value ($000) $754 Avg Close — Range —
Q3 2025
Shares 3,401 Value ($000) $475 Avg Close — Range —
Q2 2025
Shares 2,888 Value ($000) $382 Avg Close — Range —
Q1 2025
Shares 1,590 Value ($000) $200 Avg Close — Range —
Q4 2024
Shares 1,599 Value ($000) $207 Avg Close — Range —
Q3 2024
Shares 1,625 Value ($000) $215 Avg Close — Range —