ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 524,840 Value ($000) $34,639 Avg Close — Range —
Q3 2025
Shares 499,412 Value ($000) $32,592 Avg Close — Range —
Q2 2025
Shares 498,748 Value ($000) $30,932 Avg Close — Range —
Q1 2025
Shares 378,527 Value ($000) $22,087 Avg Close — Range —
Q4 2024
Shares 409,432 Value ($000) $25,512 Avg Close — Range —
Q3 2024
Shares 450,119 Value ($000) $28,051 Avg Close — Range —
Q2 2024
Shares 432,577 Value ($000) $25,314 Avg Close — Range —
Q1 2024
Shares 419,216 Value ($000) $25,463 Avg Close — Range —
Q4 2023
Shares 81,382 Value ($000) $22,555 Avg Close — Range —